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Julia U
CFP®, Series 65
Bend, OR
Hippocratic Financial Advisors
Julia Ullrich is a CFP® with three years of experience in the financial industry. She currently works at Hippocratic Financial Advisors and previously worked at Black Diamond Financial and Automattic Inc. Outside of financial advising, Julia owns and operates Full Bloom Accounting, providing bookkeeping services to small businesses. Hippocratic Financial Advisors serves individual and high-net-worth clients with fee-only wealth management and comprehensive financial planning. The firm’s investment approach is long-term and goals-based, focusing on strategic asset allocation, diversification, tax-aware asset location, and cost minimization, with customized portfolios that may include mutual funds, ETFs, individual securities, and alternative investments.
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