Julia Capatch

Julia Capatch

Paraplanner

Julia is a 2018 graduate of Temple University's Fox School of Business. She studied accounting before completing her bachelor's degree with a focus in Financial Planning. During her time in college, she was a general body member of Temple Student Government, the Director of Membership for Fox's Financial Planning Association, and captain of the student-run organization, InMotion Dance Team. 

Julia began her career in 2017 as an intern with Family Wealth Management, a financial firm located in New Jersey. She continued to work with them after graduation until joining Menninger & Associates. She joined our team in late 2018 as a paraplanner. Julia is studying to achieve her Series 7 & 66 securities registrations and upon completion of that securities licensing, she plans to pursue her prestigious CFP designation.

 

Phone 610-422-3773
Fax 610-537-5079