Julia Albin Berner

Investment Services Associate at Transcend Wealth Partners

Julia Albin Berner is responsible for client investment data as Transcend’s Investment Services Associate. Her experience in compliance contributes to her expertise in reviewing and creating portfolio reports. She holds a Bachelor of Science in Political Science from Goucher College and is accredited as an Investment Adviser Certified Compliance Professional (IACCP®). As a former cheesemaker and affineur, Julia enjoys exploring the culinary scene of Sonoma County.

Links