Julia Wentworth



A San Francisco Bay Area native, I transplanted to Boulder in 2002 for undergrad at CU Boulder. Upon graduating with a dual degree in Psychology and Spanish I followed my folly and love for the mountains to Telluride, CO. Living and working in Telluride serendipitously lead me to the non-profit sector and my first career path. While in Telluride, and then back in Boulder, I worked for two primary organizations across many roles (as non-profit jobs tend to be), including business administration, marketing, and fundraising.

From 2015 – 2017 I participated in the CU Leeds School of Business MBA program. My interest in psychology and behavior, combined with a love for numbers, ignited a career shift into the field of financial planning. The shift was also driven by personal events that highlighted the importance of financial education, empowerment, and organization. As a financial advisor my goal is to pass these tools and services down to clients, helping ease the stress and burden that many feel as they navigate financial priorities, decision-making, or events such as death or divorce.

On the weekends and after the workday I try my best to get into nature by bike, ski, or foot, and see as much live music as possible. My husband and I are committed to an active lifestyle full of adventure, which often means dragging our newborn, 3-year-old, and my eleven-year-old stepson along for the camping trip, road trip, or day in the mountains. We’re all generally happiest when covered in sunscreen and dirt, away from cell phone reception. When not exploring you can find us at home in Lafayette spending time with my local in-laws, sister, niece, and friends.

Education, Accreditation, Leadership and Service:

  • BA, University of Colorado, Boulder
  • MBA, University of Colorado, Boulder
  • Series 65 licensed