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.Â
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.
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.
In the News
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.