Julian Scoglio Updated Headshot

Julian Scoglio

In by Mission Wealth

Julian Scoglio, Wealth Advisor Associate

Julian Scoglio

Wealth Advisor Associate

Austin

512-200-9734

CONTACT JULIAN

“Life is easier when you have someone looking out for you - someone that has your best interests at heart. Through financial planning, I can use my interests and expertise to help people grow and maintain their wealth, while removing the stress finances can cause. There is nothing I love more than being apart of a team clients feel they can depend on.”

Julian Scoglio is a Wealth Advisor Associate at Mission Wealth, supporting his team in Austin, Texas and the surrounding areas. 

“Life is easier when you have someone looking out for you - someone that has your best interests at heart. Through financial planning, I can use my interests and expertise to help people grow and maintain their wealth, while removing the stress finances can cause. There is nothing I love more than being apart of a team clients feel they can depend on.”

Julian Scoglio is a Wealth Advisor Associate at Mission Wealth, supporting his team in Austin, Texas and the surrounding areas. 

Learn About Julian Scoglio

Professional Background

After graduating, Julian Scoglio began working in the commercial banking sector, offering his skills to clients as they began establishing their financial futures. Desiring to foster a deeper and more personal connection with clients, he transitioned to wealth management, working under several advisors at a boutique firm in Los Gatos, California. 

Julian holds a Bachelor's in Economics from California State University Northridge and minored in Philosophy. He has previously passed the SIE, a securities training exam, and holds a life insurance and Series 65 license.

California Insurance License #4325184.

Personal Pursuits

Julian loves spending time with his family, whether relaxing with his girlfriend Nova and cat Calamari or catching up with friends. A fan of philosophy and history, Julian is always learning about new figures and ways of thinking, from ancient to contemporary.

Community Impact

Growing up, Julian was actively involved with his local church, volunteering seasonally to aid the unhoused, providing through food kitchens during the holidays.

As an adult, Julian has found his passion in park clean up, helping through community groups to preserve outdoor scenery and maintain natural flora native to his region.

Strategy team at Mission Wealth
Mission Wealth has given my wife and me greater confidence that our money will outlast us in the challenging times ahead. Its advisors are as professional and caring as can be! Thank you.
David F. - Current Client
Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00612010 07/24

In the News

Ali Miller InvestmentNews Rising Stars 2024

Mission Wealth’s Alison Miller Honored with InvestmentNews Rising Stars Award

Mission Wealth is proud to announce that Senior Wealth Advisor Associate Alison Miller has been named a recipient of the inaugural InvestmentNews Rising Stars Award.
The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.
Important Estate and Tax Law Changes for 2025

Important Estate and Tax Law Changes for 2025

The IRS has unveiled crucial adjustments to tax brackets, credits, and deductions for 2025. Read more in this article.

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.
CONTACT US