Andre Julian started his career in the investment industry in 1996 and came to the Merrill Financial Advisory team in 2013.  As a former business owner and CFO of an independent investment advisory firm, he can offer concise financial solutions to business owners, high-net worth individuals and families predicated on their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.

Years spent as a television analyst for CNBC, Bloomberg and the Fox News Network, not only helped Andre solidify his understanding of the macro and micro-economic influences affecting the market, but also strengthened his ability to explain complicated investment principles to his clients.  Countless hours spent analyzing individual company stocks for his television appearances helped him clarify his belief that the cornerstone of financial advice is not built upon individual market picks, but within the principles of proper portfolio allocation strategies that are based upon individual client need. 

Andre prides himself on following a disciplined wealth management process predicated on time-tested investment principles, while allowing the flexibility to adapt to an ever-changing economic climate. The information gathered from each client provides the foundation from which customized strategies are built, and the vast resources at Merrill provide the structure with which they can be implemented. 

In addition to holding a BA in Psychology, an MA in Social Ecology; both from the University of California at Irvine, Andre Julian also holds the Certified Investment Management Analyst^® designation, administered by the Investments and Wealth Institute^™ and taught in conjunction with the Yale School of Management, as well as a CRPC^TM designation from the College for Financial Planning Institutes Corp.  He and his wife, Christine, are both fitness fanatics and enjoy their life in South Orange County, CA with their daughter Chloe.