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WEALTH MANAGEMENT
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FINANCIAL PLANNING

Artists | Entertainers | Creatives

Featured in...

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Biography

Julian serves a broad range of creative clients including artists, entertainers, and digital influencers, providing comprehensive financial education, planning, and wealth management. Julian’s clients include multi-platinum selling musicians and producers, award winning actors, directors and choreographers as well as trailblazers in the NFT and crypto landscape. In addition to his private client work, Julian provides financial education and literacy seminars to arts grant recipients and clients of arts non-profit organizations.

Julian has been named a ‘Top-100 Financial Advisor’ by Investopedia and was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist,’ penning three chapters focusing on personal finance for creatives. Julian has been featured in Business Insider, Barron's, US News & World Report, Investopedia and many other publications.

Julian is a dedicated member of We Are All Music Foundation (WAAM) which provides meaningful support to the most impactful nonprofit organizations that use the power of music to improve lives and benefit society, Janie’s Fund, a philanthropic initiative created by Steven Tyler in partnership with Youth Villages to bring hope and healing to girls who have suffered the trauma of abuse and neglect and Little St. Nick Foundation which helps ill children cope with their pain, fear and isolation through entertainment, education and activities.

 

 

Current Roles

 

ODI Financial – VP, Wealth Management

Julian is an independent investment adviser (IAR), who is a fiduciary for his creative clients, providing them with financial literacy, financial planning, and wealth management services.

Doris Duke Charitable Foundation – Advisor

Julian provides financial planning education and consulting to DDPAA grant recipients.

The Field – Advisor

Julian provides ongoing financial literacy seminars and financial planning services to clients and executive staff.

Pentacle – Advisor

Julian provides ongoing financial literacy seminars and financial planning services to clients and executive staff.

Dance/NYC – Advisor

Julian provides ongoing financial literacy seminars and financial planning services to clients.

 

 

Published Works

‘US Retirement Savings Options are a Disaster’ – August 2021

https://www.benefitspro.com/2021/08/10/opinion-u-s-retirement-savings-options-are-a-disaster/?slreturn=20210717104556

'Build a budget to jumpstart savings" - August 2021

https://www.benefitspro.com/2021/08/26/build-a-budget-to-jumpstart-savings/

 

‘NFT Taxes and Legal Pitfalls’ – April 2021

https://trustedadvisor.la/insider-sources-nft-taxes-legal-pitfalls/

 

‘Five Financial Planning Strategies for Musicians in 2021’ – August 2021

https://trustedadvisor.la/5-financial-planning-strategies-for-musicians-in-2021/

Income planning considerations for Americans approaching retirement - September 2021

https://www.benefitspro.com/2021/09/08/income-planning-considerations-for-americans-approaching-retirement/

 

‘The Profitable Artist 2.0’ (Allworth Press 2018)

https://www.nyfa.org/professional-development/the-profitable-artist/

 

In the News

‘Wealthy Women: Firms Adapt Strategies to Win Huge Market’ – December 2020

https://www.barrons.com/articles/financial-advisors-have-a-highly-developed-playbook-to-attract-and-best-serve-the-needs-of-women-clients-51607365344

'Are 401(k)s Worth It?' - September 2021

https://money.usnews.com/money/retirement/401ks/articles/are-401-k-s-worth-it

'5-step beginner's guide to investing in index funds' - September 2021

https://www.businessinsider.com/how-to-invest-in-index-funds

'When Should Parents Starts Saving For College?' - October 2021

https://www.forbes.com/sites/robertfarrington/2021/10/04/when-should-parents-start-saving-for-college/?sh=3c799ef54b77

'Do You Need a Financial Advisor If You Aren't Rich?' - September 2021

https://www.gobankingrates.com/money/financial-planning/do-i-need-a-financial-advisor-if-im-not-rich/

'Only Few Affected By Proposed Democratic Retirement Tax Reform' - September 2021

https://trustedadvisor.la/only-few-affected-by-proposed-democrat-retirement-tax-reform/

 

Athletes, Creatives and Entertainers – Making the Right Financial and Business Decisions - June 2021

https://www.youtube.com/watch?v=5YbfavlGijc

 

‘Tips for Maintaining Good Financial Health as an Artist’ – April 2020

https://pentacle-nextsteps.org/accounting-for-nonprofits-performing-arts-dance-theater-artists/investing-during-covid-19-faq/

 

‘Finance Tips for Artists From Two Professionals’ – May 2017

https://www.thefieldvision.org/event-details/investing-in-your-future-as-an-artist

Fireside Chat: Technology, Investing and Alternatives - TrustedAdvisor - August 2021

https://www.youtube.com/watch?v=SNowCVSKyXA

 

Dance/NYC Digital Symposium Seminar – March 2020

https://www.dance.nyc/programs/dancenyc-events/dancesymp2020/speakers

 

Investing in Your Future as an Artist – June 2021

https://www.thefieldvision.org/event-details/investing-in-your-future-as-an-artist

 

Top 10 Mistakes When Planning with Art, NFTs and Other Collectables – April 2021

https://www.youtube.com/watch?v=GFHJ3-5hl6I

 

The Profitable Artist Lecture Series – Financial Basics for Artists – September 2018

https://www.nyfa.org/event-the-profitable-artist-lecture-series-178017057548

 

Awards and Honors

Investopedia 100 Top Financial Advisors

https://www.investopedia.com/top-100-financial-advisors-4427912

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