In this episode, top financial advisor Julia Karasik joins the School of Sparkles. Julia and her family immigrated to the United States from Ukraine with only $600 to their name and little English in the early 1990s.
Julia describes how she went from having nothing to becoming a Family Wealth Director, a title only 3% of financial advisors at Morgan Stanley holds. Julia also was included in Forbes Magazine’s list of America’s Best-in-State Wealth Advisors in 2018.
Sara & Julia also discuss the importance of educating yourself about finances, eliminating fears around money, and enjoying your money. Plus, find out how Julia finds her sparkle.
Find Julia on the web – https://fa.morganstanley.com/karasikcohen/index.htm
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