Portrait of Julian Scoglio

Julian Scoglio AAMS™, AWMA™

Senior Wealth Advisor Associate

Based in Austin, Julian supports advisory teams with financial-plan preparation, client analysis, reviews, reporting, and coordinated implementation.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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Julian Scoglio is a Senior 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, Senior Wealth Advisor Associate

Professional Background

After graduating, Julian Scoglio began working in commercial banking, offering his skills to clients as they established their financial futures. Desiring to foster a deeper, more personal connection with clients, he transitioned to wealth management, working with 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, relaxing with his cat Calamari, and 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 the outdoor scenery and maintain the natural flora native to his region.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Julian Scoglio

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Julian and Mission Wealth may be the right fit to support your life and financial goals.