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"Julia is the most prolific and dynamic businessperson I know. Her expertise in regards to Financial Planning is renown. My recommendation of her skill-set flows freely to all interested parties! And she is a doll of a person personally! Julia is the most prolific and dynamic businessperson I know. Her expertise in regards to Financial Planning is renown. My recommendation of her skill-set flows freely to all interested parties! And she is a doll of a person personally!"

Larry Brown
CEO, Quality Carpet Cleaning

"I would like to take this opportunity to thank you for your high level of integrity and professionalism you have provided on our projects. Your knowledge and added value has been instrumental in moving our ventures forward. I would not hesitate to partner, hire or refer Julia to anyone in any industry. Thank you for your commitment to our firm and your continued friendship."

Tony Barbee
CEO, Consulting Design Contractors

"Julia is very professional and accommodating. She takes a realistic approach and provides exceptional feedback. Julia takes time to understand her clients and their direction, she conducts herself as a team member of the organization. Her advice, input and recommendations are very valuable, she is very resourceful and dependable and a pleasure to work with."

Rickey Manbahal
Director of Finance

"Julia is an excellent teacher and mentor. Her expertise and wealth of knowledge of all things financial is beyond impressive. I am very thankful to have had the opportunity to learn from Julia...however I am even more grateful to have found such an amazing mentor and resource."

Angelica Davis
Division Manager, City of Moreno Valley

"Julia is professional, personable and speaks eloquently! I had the pleasure of meeting Julia in 2017 when she chaired the Municipal Financial Management Program. The program was a combination of lectures, sharing professional experiences and working in teams. Each team was assigned an organization to research, prepare a report and present the findings to our classmates and guests. I had a great experience with the program because Julia brought together a group of likeminded individuals, her wealth of knowledge and the opportunity to learn. I highly recommend any class or program developed by Julia!"

Lucie Cazares
Willdan Financial Group

"Julia is a strategic leader who genuinely cares about her work and the people she works with. Whether it is her clients, coworkers, or an audience of 500+ strangers, she always gives 100% and she never disappoints. Working closely with Julia, I was always impressed by how she tackled new challenges. She has a unique capability to analyze issues from all angles, and she executes her work with amazing precision and efficiency, all while maintaining a great sense of humor. She is a pleasure to work with and one of the most dependable people I know."

Shana Pearson, PMP
Senior Project Manager, AVI-SPL
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