Julia Colantuono (APMA®, CFP®)

Additional Information

I'm Julia — "The Conscious CFP". I'm a fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ who works with soul-led creators and purpose-driven professionals ready to steward their wealth with the same intentionality they bring to everything else in their lives. My clients are high-earners who have done serious inner work — the therapy, the coaching, the somatic healing, the personal development practices that shifted something real. They've built meaningful wealth. What they haven't had is a financial advisor who speaks their language and can meet them at the level they're actually operating at. That's the gap I fill. I combine rigorous financial strategy — comprehensive financial planning, investment management, tax optimization, and wealth building — with a consciousness-forward philosophy that understands money as energy and financial decisions as an extension of how you want to live. I'm not anchored to the conventional playbook. My clients hold diverse assets — real estate, alternative investments, and traditional portfolios — and I build strategies that are resilient, values-aligned, and open-eyed about the rapidly changing financial landscape we're all navigating. My own path reflects this approach. I grew up off the grid in rural Massachusetts, built a career inside JPMorgan and Morgan Stanley, and have spent years doing my own deep inner work alongside rigorous financial study. My husband and I have grown our net worth by 40x in seven years — not by following a conventional playbook, but through radical intentionality and a shared commitment to building an aligned life. I founded my business because I believe the world needs more wealth in the hands of conscious people — and because I've never found an advisor who could hold both Spirit and spreadsheets without having to choose between them. Now I am that advisor.