Sabrina Julian Investments

What Sabrina Julian Investments does

Sabrina Julian Investment Services is a privately-held, founder-owned registered investment advisory firm headquartered in Murphys, California, with a second office in Concord serving Bay Area clients. Founded in 2006 by Sabrina Julian after she entered the financial services industry in 1994, the firm operates as a small, woman-owned boutique practice offering personalized financial planning, portfolio management, retirement planning, and a specialized service line for women investors. The core team consists of the founder, one investment advisor, and one operations associate, with services delivered through the Cetera Wealth Services LLC and Cetera Investment Advisers LLC broker-dealer and RIA infrastructure, including the AdviceWorks and NetXInvestor client portals.

The firm's revenue model combines fee-based investment advisory services (AUM-based) with transaction-based brokerage commissions, both routed through the Cetera network. Pricing is not publicly disclosed; consultations are complimentary and fees are negotiated client-by-client. Customer acquisition is high-touch and relationship-led, supplemented by an extensive educational resource center (60+ articles, calculators, and videos hosted via FMG Suite) and community involvement through the Angels-Murphys Rotary Club. The firm explicitly identifies itself as small and high-touch rather than scaled, targeting individual investors in California and other U.S. states through personalized, goal-based financial planning delivered over multi-year client relationships.

Technology infrastructure is provided entirely by third-party partners (Cetera for client/advisor platforms, FMG Suite for website and content) with no proprietary technology, AI capabilities, or productized services disclosed. The firm holds no patents, has no parent company or subsidiaries, has raised no external funding, and is entirely self-owned by its founder — consistent with a lifestyle-oriented, boutique independent advisory practice.

Name

Sabrina Julian Investments

Legal name

Sabrina Julian Investment Services

Website

https://sabrinajulian.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Sabrina Julian Investments is a woman-owned, boutique registered investment advisory firm in Murphys and Concord, California, offering personalized financial planning, portfolio management, and retirement planning to individual investors through the Cetera Wealth Services network.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Financial planning
• Investment advisory
• Retirement planning
• Portfolio management
• Wealth management

Headquarters

HQ city

Concord

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services where Investment Adviser Representatives provide financial planning and portfolio management. Fees are typically based on assets under management.
2. Securities Brokerage: Transaction-based brokerage services through Cetera Wealth Services, LLC where Registered Representatives earn commissions on securities transactions.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels2 records

Core offering

Sabrina Julian Investment Services is a woman-owned independent financial advisory practice that delivers personalized financial planning, portfolio management, and retirement planning services to individual clients. Securities are offered through Cetera Wealth Services, LLC, and advisory services through Cetera Investment Advisers LLC. The firm centers its work on a seven-step financial planning process tailored to each client's goals, risk tolerance, and life circumstances.

Product overview

Sabrina Julian Investment Services is a financial advisory firm offering a unified suite of financial planning and investment management services. The core offerings include Financial Planning, Portfolio Management, Retirement Planning, and specialized services For Women. The firm complements its advisory services with a Resource Center providing educational content including articles, videos, and calculators on investment, retirement, estate, insurance, tax, and lifestyle topics. The firm emphasizes a personalized, high-touch approach with a seven-step financial planning process centered on individual client goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Customized financial planning services that examine clients' financial circumstances, needs, goals, and concerns to build tailored financial plans that form the basis for all financial services and recommendations; delivered through the firm's seven-step planning process to individual investors.
• Portfolio Management Investment management services tailored to carry out clients' financial plans, building portfolios based on goals, risk tolerance, time horizon, and other factors, with ongoing monitoring and adaptation. Securities and execution delivered through Cetera Wealth Services, LLC.
• Retirement Planning Retirement planning services that help clients develop customized retirement plans based on their vision for retirement, addressing concerns about savings, income distribution, and lifestyle goals.
• For Women Financial planning and advisory services specifically designed for women, empowering them to achieve financial independence and make confident financial decisions; particularly focused on women who are single, divorced, widowed, or seeking to take control of their financial futures.
• Resource Center Educational content platform featuring articles, videos, calculators, and resources covering investment, retirement, estate, insurance, tax, money, and lifestyle topics for client education.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Cetera Wealth Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. This is the primary distribution channel for securities products.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorRegistered investment adviser providing advisory services through the Cetera platform. Services include financial planning and investment advisory.
• Angels-Murphys Rotary ClubminorOthersCommunity organization where Sabrina Julian serves as Board Member and Past President. Firm participates in service projects and community improvement activities throughout Calaveras County.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/sabrinajulian
• Facebookfacebook.com/SabrinaJulianInvestmentServices
• LinkedInlinkedin.com/company/sabrina-julian-investment-services

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sabrina Julian Investments