Our Values
We operate on a foundation of values that guide everything we do:
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We have integrity.
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We are honest.
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We have experience.
Meet Bruce Julien
Bruce Julien provides comprehensive financial services including investment management, tax reduction & preparation, estate planning, and is a licensed insurance producer. As an independent advisor, Bruce provides unbiased advice with his knowledge as a CPA in combination with his financial professional expertise using a “consumerist” attitude.
Bruce started his career as a CPA with a Regional CPA firm in Washington, DC and moved into advising individuals in 1991. He has been an outside specialist on advanced estate and financial planning topics to 4 national stock brokerage firms and has helped over 600 families cut their taxes by as much as 50%.
He has lectured widely on financial topics at Columbia Presbyterian Hospital, educated over 400 stockbrokers at national stock brokerage firms and helped the general public increase income and preserve capital as well in workshop settings. He lectures monthly at a senior center keeping them updated on financial concerns adding levity to learning.
Barbara Ben-David
Barbara Ben-David is an integral support to Mr. Julien assisting in day-to-day operations which includes client support and scheduling, implementing marketing programs, as well as ensuring compliance with office policies and procedures.
Barbara Ben-David began her career as a Cost Accountant after graduating from Fairleigh Dickinson University with a BS in Accounting with Honors. She has experience as a front office manager for Financial Advisory firms for over 20 years.
She has been working alongside Bruce at Julien Planning, LLC for over ten years.
Latest from Julien Planning Webinars
Our webinars are designed to help individuals and families over 50 navigate the complexities of retirement planning.
How To Get Off The Tax Treadmill
In this session, Bruce will reveal why most financial planning strategies fall short, how to identify the hidden risks in your retirement plan and much more