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Julia K
Series 63, Series 65, Series 66
San Diego, CA
Foundations Investment Advisors LLC
Julia King is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at LifePro Asset Management, Independent Financial Partners, Godfrey Financial, LPL Financial, Cetera Investment Services, and National Planning Corporation. Outside of her advisory role, she owns and operates a performance coaching business for experienced professionals and provides divorce financial planning, mediation, and settlement facilitation services as a certified divorce financial analyst. Foundations Investment Advisors LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach.
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