Learn About Julian Driver
Professional Background
Julian Driver has had an impressive career in finance, starting with an internship at a consulting company in Boston, Massachusetts while he was pursuing his graduate degree. After completing his education, Julian moved to New York City, where he spent three years working for New York Life, specializing in variable universal life insurance and variable annuities. During this time, he honed his skills in managing funds for clients, helping them to make informed investment decisions that aligned with their financial goals. Eventually, Julian relocated to Los Angeles, California, where he has continued to build his career in the finance industry.
Julian has a BA in Communications from SUNY Purchase, as well as an MS in International Business from Hult International Business School. He continues to place an importance on furthering his education and in 2022 earned his Accredited Wealth Management Advisor™ and Accredited Asset Management SpecialistSM designations.
Personal Pursuits
Julian Driver is a passionate sports enthusiast who thrives on engaging in a variety of activities across his hometown of sunny Los Angeles or while visiting his Mission Wealth team in Austin, Texas. From invigorating cycling routes to exploring new restaurants and cuisines, he loves to immerse himself in the city's diverse cultural experiences. Additionally, Julian has a keen interest in travel and enjoys discovering new destinations to fuel his adventurous spirit. To learn more about Julian, check out this 2021 spotlight interview.
Community Impact
Julian regularly works with community-based organizations to support various causes and contribute to positive change. In addition to his volunteer work, Julian also volunteers at Ted X conference events, where he helps share insightful talks and live performances with the community. At Mission Wealth, Julian has also continued to make a significant impact by serving on the Diversity, Equity, and Inclusion Taskforce, working towards a more diverse and inclusive financial industry.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.