Meet Julia Desarro

Julia brings several years of experience in the financial industry and a reputation for thoughtful, client-focused service. Born in Zimbabwe and raised in South Africa, she pursued advanced studies in Europe and became a U.S. citizen in 2024, bringing a broad global perspective to her work. Throughout her career, she has built strong relationships and consistently delivered high-quality support, demonstrating a commitment to excellence and care in every role she takes on.

At The Retirement Planning Group, Julia serves as a Senior Client Relationship Manager, helping clients feel supported, informed, and confident in their financial journey. She plays a key role in fostering lasting relationships, bringing attentiveness, organization, and a positive approach to every interaction.

Outside of work, Julia enjoys spending time with her husband and children. She loves staying active through running, walking, and hiking, exploring new recipes in the kitchen, and sharing knowledge and fun facts. Her home is a welcoming place for international high school students, reflecting her commitment to cultural exchange and hospitality. Julia also has a lifelong passion for history and culture, which enriches both her personal life and her perspective on the world.