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Julia Zhai


Julia Zhai

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Julia Zhai is a financial adviser with more than ten years of experience in the financial industry. She focuses on helping highly successful professionals and business owners plan their financial futures by offering solutions and strategies with the goals of reducing tax liabilities, increasing net worth, and leaving a lasting legacy based on individual clients' needs and objectives. She also works closely with estate attorneys to help develop the most efficient personalized wealth transfer strategies for her clients.

Julia is a CFP® CERTIFIED FINANCIAL PLANNERTM Practioner. Julia received both a Master’s degree in science and a PhD in biochemistry from Brown University. She worked at Bristol-Myers Squibb for 14 years before switching careers to the financial industry, fulfilling a longstanding dream of client-focused service. She has been an Enrolled Agent* since 2012, and previously worked as a tax manager at a mid-sized tax law firm specializing in international taxes. Drawing on her critical thinking skills, broad knowledge, and extensive tax practicing experience, she is committed to building long-term relationships with her clients and helping them reach their financial goals.

Julia continuously focuses on providing more personalized financial planning services. Her clientele consists mainly of business owners, particularly professionals in the pharmaceutical/medical fields and the IT industry.

Julia lives in Newtown, PA, with her husband and son, and enjoys regular visits from her two adult daughters. Her hobbies include baking, reading, and taking walks.

Life and Health Licensed in: CA, CT, MA, NJ, NY, OH, PA,  & WA
Domiciled in PA, California Insurance Lic. # No. 0M45119

Securities Licenses held: Series 6, 7, 63, 66, 65
Licensed to sell securities in: CA, CT, NJ, NY, & PA

Fluent in Chinese (written and oral).

Julia Zhai is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC ( Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044 | 215-441-8200.

*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.