Julian Einfrank

Julian Einfrank, CFP®, CPWA®, is a Principal at CLA in Private Client Services, where they assist clients in growing and protecting their wealth through personalized tax and financial strategies. Julian's previous experience includes roles at Vanguard, where they excelled as a Brokerage Investment Professional and Financial Associate, earning a Distinguished rating and successfully prospecting significant asset consolidation leads. Before their tenure at CLA, Julian was a Financial Specialist at PNC, leading in investment production and mentoring staff. Julian is currently furthering their education at the Yale School of Management.