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Julia P

Series 65

Sarasota, FL

One Wealth Map, LLC

Julia Ponce is a financial advisor at One Wealth Map, LLC, holding a Series 65 designation. She began her advisory career in 2024 and has prior experience at Gulf Coast Financial Planning and other financial services firms. One Wealth Map serves individual clients, including high-net-worth households, providing investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary client assets and employs a tiered service approach with tax-aware tools and model portfolios.

Tax-loss harvesting Retirement withdrawal strategies Long-term care insurance Options & derivatives strategies Executive Founder/Business Owner
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