Background
With more than 20 years of experience in financial services, Jullie Strippoli brings a highly personalized approach to the families and individuals she serves. She specializes in tax-forward investment strategies – building portfolios that don’t just perform, but work in harmony with each client’s broader financial picture. Through a thorough process of discovery and financial forecasting, and in close collaboration with her clients’ other advisors, Jullie designs and implements integrated investment strategies that are both data-driven and tailored to each client’s unique goals.
Jullie’s background spans work with business owners, executives, and sophisticated investors navigating complex financial decisions, as well as individuals facing significant life transitions such as retirement, divorce, business sales, and estate planning. She has developed experience with middle-market business owners and clients managing concentrated equity positions through company stock plans – two areas where thoughtful strategy can make a meaningful difference in long-term outcomes.
At HUB, Jullie’s focus is simple: to be a trusted partner for every family she works with – one who instills confidence in their financial strategy today and helps set up the generations that follow for lasting success. A graduate of Carleton University with a background in Mass Communication and Philosophy, Jullie brings both analytical rigor and thoughtful perspective to every client relationship. When she’s not at the office, you’ll find her cheering on her three kids at sporting events, catching live music at one of Austin’s local venues, or crewing in a sailboat race on Lake Travis.
Advisor Location
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Business Planning Services
- Exit Planning
