Julianne Cruz

Director of Advisory Services at Retirement Planners of America

Julianne Cruz

Julianne Cruz

Director of Advisory Services at Retirement Planners of America

Biography

Professional and Community Activities:

* Our Lady of Grace, Finance Board Chair, 2015-present
* Past Affiliations:
* Financial Planning Association, Member
* Wise Senior Services, Board of Directors
* Western Pension and Benefits Conference, Member
* Beverly Hills Bar Association, Member
* Huntington Library, Corporate Board Member

Family:

Julianne and Jim married in 1986 and live in Tarzana, California. They have two daughters Alexis and Elizabeth. Julianne enjoys running, golf, reading, gardening, cooking and spending time with her family.

Business Philosophy:

I have a passion for helping clients, colleagues, friends and family achieve success. Success comes in many forms. The definition and orientation of success varies greatly from person to person. True successis defined on personal terms, be it in relationships, education, business, philanthropy, financial security, etc. I love discovering how people define their view of success and am honored when I have the opportunity to help advance their visions.

Education:

* BA, Political Science – California State University, Fullerton – 1983
* Certified Financial Planner (CFP) Designation – 2000
* Pacific Coast Banking School Graduate 2015
* Certified Retirement Planning Counselor (CRPC®) Designation – 2017

Overview
RelSci Relationships

296

Number of Boards

3

Number of Awards

2

Interests

Family, Cooking, Gardening, Reading, Golf, Running

Contact Data
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Relationships
RelSci Relationships are individuals Julianne Cruz likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Compliance Officer, Operations at Retirement Planners of America

Relationship likelihood: Strong

Director of Advisory Services at Retirement Planners of America

Relationship likelihood: Strong

Director of Learning & Development at Retirement Planners of America

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Learning & Development Coordinator at Retirement Planners of America

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Chief Operating Officer at Retirement Planners of America

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Executive Vice President, Advisory Services at Retirement Planners of America

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Regional Vice President, North Dallas, TX & Coppell & Fort Worth at Retirement Planners of America

Relationship likelihood: Strong

Vice President, Marketing at Retirement Planners of America

Relationship likelihood: Strong

Senior Advisor at Retirement Planners of America

Relationship likelihood: Strong

Senior Advisor at Retirement Planners of America

Relationship likelihood: Strong

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Julianne Cruz
Director of Advisory Services at Retirement Planners of America
Education
Graduate
Class of 2015

Since 1938, Pacific Coast Banking School has partnered with the University of Washington Graduate School of Business to help over 10,000 bankers “Rise Above the Rest”™ by providing outstanding graduate-level executive leadership and financial management education. The Vision and Mission reflects the beliefs of the founders of Pacific Coast Banking School and our Corporate Board, a prestigious group of industry experts, and educational and bank executives. PCBS offers the nation's premier three-year graduate-level management education program focused specifically on the financial services industry. Set in the scenic Pacific Northwest's University of Washington campus on the shores of Lake Washington, PCBS session attendees share a rich classroom experience while enjoying the natural beauty and excitement of one of the country's favorite tourist destinations. PCBS keeps its entrance standards high to attract the best and brightest, which is just one reason PCBS is considered The Premier National Graduate School of Banking™. PCBS is commited to help get the most out of employee potential, to enhance leadership and management abilities and to complement a bank's own internal training and development efforts.

BA in Political Science
Class of 1983

California State University, Fullerton (known as CSUF, Fullerton, or Cal State Fullerton) is a public comprehensive university located in Fullerton, CA. With a total enrollment of 38,325, it has the largest student body out of the 23 campus California State University system, is the largest comprehensive university in the State of California, and is the second largest university overall (just behind UCLA), in terms of enrollment. CSUF is designated both as a Hispanic-serving institution and an Asian American Native American Pacific Islander Serving Institution (AANAPISIs). The university is nationally accredited in art, athletic training, business, chemistry, communications, communicative disorders, computer science, dance, engineering, music, nursing, public administration, public health, social work, teacher education and theater. Spending related to CSUF generates an impact of around $1 billion to the California and local economy, and sustains nearly 9,000 jobs statewide.

Memberships
Member
Prior

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member
Prior

The Beverly Hills Bar Association (BHBA) was founded in 1931 to advocate for justice in the community and to assist its lawyer members reach and exceed the highest levels of legal skills and ethics. Today, this revered institution has over 5,600 members practicing in all areas of the law and throughout the Los Angeles region, who share a commitment to professional excellence and service. It is the largest voluntary bar association in the State (that is not a county bar association), and the fifth largest metropolitan bar association in California. For more than eight decades, BHBA lawyers have enjoyed the sense of solidarity with their distinguished peers that membership brings; the sense of accomplishment that professional advancement produces; and the sense of selflessness that public service engenders. They participate in the work of the Association through its Sections, Committees, task forces, and the Barristers. And they find plenty of time for networking and socializing at our many parties and events.

Career History
Director, Advisory Service
2011 - Prior

Zions Capital Advisors generally employs a value-oriented investment approach. The firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Zions Capital offers portfolio management services to clients using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment goal. The model portfolios include: Capital Preservation, Tax-Sensitive Capital Preservation,. Cash-Flow, Tax-Sensitive Cash-Flow, Opportunistic Fixed-Income, Tax-Sensitive Opportunistic Fixed-Income, Conservative Allocation, Tax-Sensitive Conservative Allocation, Moderate Allocation, Tax-Sensitive Moderate Allocation, Moderate Allocation Plus, Tax Sensitive Moderate Allocation Plus, Multi-Asset-Class Higher-Income, Growth Allocation, Tax-Sensitive Growth Allocation, Growth Allocation Plus, Tax-Sensitive Growth Allocation Plus, Long-Term Growth, Tax-Sensitive Long-Term Growth, Opportunistic Equity, and Select Equity. The firm also offers investment management services as the sponsor of the TruSight Strategies Program, a wrap fee program.

Director of Advisory Services
Current

Retirement Planners of America provides investment advice. The company was founded by Kenneth A. Moraif in 2011 and is headquartered in Plano, TX.

Boards & Committees
Chair, Finance Council
Current
Board Member
Prior

Welcome to The Huntington, one of the world’s great cultural, research, and educational centers. A private, nonprofit institution, The Huntington was founded in 1919 by Henry E. Huntington, an exceptional businessman who built a financial empire that included railroad companies, utilities, and real estate holdings in Southern California. Huntington was also a man of vision – with a special interest in books, art, and gardens. During his lifetime, he amassed the core of one of the finest research libraries in the world, established a splendid art collection, and created an array of botanical gardens with plants from a geographic range spanning the globe. These three distinct facets of The Huntington are linked by a devotion to research, education, and beauty. shakespearefolioLibrary The Library’s collection of rare books and manuscripts in the fields of British and American history and literature is nothing short of extraordinary. For qualified scholars, The Huntington is one of the largest and most complete research libraries in the United States in its fields of specialization. For the general public, the Library has on display some of the finest rare books and manuscripts of Anglo-American civilization. Altogether, there are about 6 million items. Among the treasures for research and exhibition are the Ellesmere manuscript of Chaucer’s Canterbury Tales, a Gutenberg Bible on vellum, the double-elephant folio edition of Audubon’s Birds of America, and a world-class collection of the early editions of Shakespeare’s works. The Huntington also is among the nation’s most important centers for the study of the American West, with an unsurpassed collection of materials that span the full range of American western settlement, including the overland pioneer experience, the Gold Rush, and the development of Southern California. The Munger Research Center, the newest addition to the Library structure, adds 90,000 square feet of space for scholars and staff, preservation, conservation, and storage. hugfrenchartArt Collections The Art Collections are distinguished by their specialized character and elegant settings in three separate galleries on the Huntington grounds. A fourth space, the MaryLou and George Boone Gallery, hosts changing exhibitions. The Huntington Art Gallery, originally the Huntington residence, contains one of the most comprehensive collections in this country of 18th- and 19th-century British and French art. It serves as home to Gainsborough’s Blue Boy and Lawrence’s Pinkie. On display in the Virginia Steele Scott Galleries of American Art, The Huntington’s American art collection includes works from the 1690s to the 1950s, including important paintings such as Mary Cassatt’s Breakfast in Bed, Frederic Edwin Church’s Chimborazo, and Edward Hopper’s The Long Leg. admissionpicBotanical Gardens The Botanical Gardens are an ever-changing exhibition of color and a constant delight. Covering 120 acres, more than a dozen specialized gardens are arranged within a park-like landscape of rolling lawns. Among the most remarkable are the Desert Garden, the Japanese Garden, the Rose Garden, and the Chinese garden. The camellia collection is one of the largest in the country. Other important botanical attractions include the Subtropical, Herb, Jungle, and Palm gardens. To the north of the Scott Galleries sits the Botanical Education Center, featuring the Helen and Peter Bing Children’s Garden, the Teaching Greenhouse, and The Rose Hills Foundation Conservatory for Botanical Science. The Conservatory provides children and families with exhibits designed to capture the imagination, engage the senses, and teach some of the fundamentals of botany. The Children’s Garden is most suitable for kids ages 2-7; the Conservatory is designed for middle-school-age students. Research Scholars come from around the world every year to conduct advanced humanities research using The Huntington’s collections. Through a rigorous peer-review program, the institution awards 120-130 grants to scholars in the fields of history, literature, art, and the history of science. Through the Huntington Library Press, the institution produces the Huntington Library Quarterly and several books each year. Scholarly pursuits lead to best-selling books, Pulitzer Prizes, acclaimed documentary films, and many of the history and social studies textbooks that educate the nation’s school children. Research activities at The Huntington also include scholarly conferences and workshops, symposia, special lectures, and a multitude of collaborations. Readers (as scholars at The Huntington are known) registered to use the collections have included Nobel Laureates (Richard Feynman), Oscar winners (Katharine Hepburn), Grammy winners (Ian Whitcomb), and Pulitzer Prize winners (some 20 Pulitzer Prize-winning historians and other major prize winners have used the collections). Their work has cut across many fields: literature (Wallace Stegner), history (James McPherson, Irving Stone, and Gordon Wood), film and television (George Cukor and Ken Burns), and astronomy (Edwin Hubble), among others. Education The Huntington’s education programs serve a broad audience and provide enrichment for members of the institution, casual visitors, school teachers, children, and adults. Programs range from lively activities for preschoolers to intensive five-week institutes for K-12 classroom teachers. On average, The Huntington’s school programs serve approximately 12,000 children and 750 teachers each year. Students from throughout Los Angeles, San Diego, Ventura, and San Bernardino counties participate in 11 different school field trip programs, free of charge. Lesson plans in science, art, and the humanities, developed by Huntington educators and scholars, and that feature The Huntington’s collections, are put to use in schools nationwide.

Member, Board of Directors
Prior

SOCIAL SERVICES - ELDERLY/SENIOR AND DISABLED ADULTS

Awards & Honors
2017
Chartered Retirement Planning Counselor
2000
CFP (Certified Financial Planner)
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