Julian Goodman is an Account Manager at Stonebridge Financial Group, helping clients and financial advisors build strategies that align with their goals. Holding California Life & Health Insurance licenses, he blends macroeconomic insights with technical and fundamental analysis to guide investment strategies.
With prior experience at Beacon Pointe, a registered investment adviser (RIA), and a degree in Business Finance from San Francisco State University, Julian brings both experience and dedication to his work. A Bay Area native, he’s passionate about basketball, hiking, and discovering new culinary experiences.
