Julian Heron, CFA, CRPS^®

Co-Founder, Principal Advisor, Colorado Springs, CO

I am the CEO and one of the founders of our company, and I also serve as the Chief Investment Officer. Prior to starting Credentialed Wealth Advisors, I was a financial advisor for Edward Jones Investments for about eight and a half years while also serving on various boards and committees in my community.

I have extensive experience in training entrepreneurs for launching their own companies. I previously served as the chairmen of Thrive, a Colorado Springs non-profit dedicated to teaching entrepreneurship to underserved communities. Currently, I sit as an advisory board member for Concussion Mitigation Technologies, a local start-up, also in Colorado Springs. When a small business needs help, I am honored and excited to engage and work together to find solutions and successes.

I believe deeply in the important of continuing education and I consider myself a “student of the business”. I am proud to have achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute, widely regarded as one of the most difficult to obtain designations in our industry. Wall street journal has noted that it is one of the “Worlds Toughest Tests” and only 1 in 5 who start, ever finish. The material is Masters and PhD level course work, extensively covering all areas of investment management, company valuation, and wealth management for high net worth clients. In addition to the CFA, I have the CRPS, a designation focused on the design and implementation of employer sponsored plans.

Originally from D.C., I grew up in St. Louis, and made Colorado home 23 years ago. In my free time, I enjoy traveling to the mountains, and worldwide, with my wife Jessica, my three sons Brendon, Chase, and Luke, and grand-baby, Paisley.