Julia Dunnigan is a Financial Advisor and Financial Planning Specialist based in Folsom, California. She began her financial services career in San Francisco where she provided detailed investment analysis and relationship management to institutional clients for over eight years. Her experiences inspired her desire to work more closely with clients in her community, leading her to return to Sacramento and join Morgan Stanley. Julia is dedicated to providing comprehensive financial planning and personalized investment strategies tailored to each client’s unique needs and goals.
Growing up with a father as a financial advisor, Julia learned the value of setting goals and saving for the future at a young age. She has a passion for expanding financial literacy and believes that every person deserves to feel confident in their financial future, no matter their starting place. Julia was born and raised in Sacramento and graduated from The University of Texas at Austin with a degree in Finance from the McCombs School of Business. She currently resides in downtown Sacramento and in her spare time, she enjoys yoga, tennis, snowboarding, jigsaw puzzles, and cooking with family and friends.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Qualified Retirement Plans
- Wealth Planning
- 529 Plans
- Cash Management and Lending ProductsFootnote7
- 401(k) Rollovers
- Life Insurance
- Long-term Care Insurance
Securities Agent: IA, CO, VT, OK, OH, MI, VA, TX, MD, GA, WA, VI, UT, NY, HI, RI, MA, IN, AZ, NM, NJ, NH, MT, ME, FL, CA, AR, AK, WY, WI, PR, NC, WV, TN, SD, PA, MN, LA, IL, DC, OR, KY, ID, AL, SC, NE, MS, MO, DE, CT, NV, ND, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 2671098
CA Insurance License #: 4441572