Julia LaPenna

Client Service Associate

Focus

I value being part of the processes that empower individuals to pursue their financial goals, build lasting independence, and create opportunities for themselves and their loved ones.

Background and investing

After earning a degree in Tourism from SUNY Brockport, I shifted into the financial services industry, where I have since built a fulfilling career. My work has centered on supporting the systems that equip clients with the tools and confidence needed to shape their financial futures.

Away from the office

Originally from Brewster, NY, I’ve made the Rochester, NY, area my home and cherish all it has to offer. I enjoy staying active at the YMCA, traveling, cooking, and seeking out new experiences.

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