Rey M. Julian

Rey M. Julian has extensive work experience in the financial services industry. Rey is currently the Chief Growth Officer at The Wealth Consulting Group. Prior to this role, they held various positions at LPL Financial, including Vice President of Strategic Wealth Services and Vice President of Large Enterprise Relationship Management & Business Consulting. Rey also served as an Associate Vice President and Manager in different departments, such as Business Management and Service & Operations. Rey's responsibilities included providing thought leadership, business management support, and developing training programs. Rey has strong competencies in areas such as consulting, strategy, project management, leadership, and financial industry knowledge.

Rey M. Julian holds a Master of Business Administration (M.B.A.) degree from Chapman University. Prior to that, Rey completed a Bachelor of Arts (B.A.) degree in Communications - Advertising at San Diego State University. In addition to these academic achievements, Rey has obtained several certifications, including the Accredited Investment Fiduciary (AIF) from fi360, the Chartered Leadership Fellow (CLF) from The American College of Financial Services (pending), and the General Securities Representative (Series 7) License from the Financial Industry Regulatory Authority. The specific years of completion for both the degrees and certifications are not provided.