Julia Zhai’s focus is in helping highly successful professionals and business owners plan their financial futures by offering solutions and strategies that strive to help reduce their tax liabilities, increase their net worth, and leave a lasting legacy based on their needs and objectives.
Julia was trained in the U.S. as a scientist, receiving both a Master’s in science and a PhD in biochemistry. She worked at Bristol-Myers Squibb for 14 years before switching careers to the financial service industry, fulfilling a longstanding dream of helping individuals more directly. She has also been an Enrolled Agent* for the past 6 years. She previously worked as a tax manager at a mid-sized tax law firm specializing in international taxes.
More recently, Julia is looking to focus more on providing personalized financial planning services. Her ideal clientele are mainly business owners, in particular, professionals in the pharmaceutical/medical fields and IT industry. She works closely with estate attorneys to help develop the most efficient personalized wealth transfer strategies for her clients.
Julia is the proud mother of three children: Cynthia, Rebecca, and Daniel, and lives in Newtown, PA, with her husband and son. She enjoys baking, reading, and taking walks.
*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.