A graduate of Jesuit High School, Emory University (BA), and Georgia State University (MBA), Julio is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter who has been in the financial services business for over 30 years.
Julio has been the President of The Economic Club of Tampa, DACCO, Inc., The Agents Advisory Council to the Penn Mutual Life Insurance Co., and Palma Ceia Golf and Country Club. He has served as a trustee for the City of Tampa Employees Pension Board and the Presidents Cabinet of Jesuit High School. He enjoys playing golf, riding in convertibles, and watching sporting events with his family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.