Julian Heron, CFA, CRPS®
Co-Founder | Principal Wealth Advisor | Colorado Springs, CO
Expertise for major financial milestones and life transitions
Unbiased guidance. Intentional strategy. A reliable partner for your life’s most pivotal moments.
As Co-Founder of Credentialed Wealth Advisors, I bring extensive investment management and entrepreneurial expertise to guiding our clients. A former Edward Jones advisor and startup mentor, I hold the CFA® and CRPS® designations, specializing in advanced portfolio management, valuation, and employer retirement plans. Alongside my active involvement in local business and non-profit boards, I am dedicated to empowering business owners and families through every stage of their financial journey.