Meet The Team
With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Our Team
Julian Fensterheim
Certified Financial Planner/Vice President
CERTIFIED FINANCIAL PLANNER™
I currently manage the #1 planning team for the third consecutive year at Equitable Advisors, LLC. Our group is comprised of 30+ advisors with different specialties and perspectives regarding financial well-being. We work with both individual & institutional clients with a focus on comprehensive planning and tax-mitigation techniques.
I am approaching ten years with the company and was promoted to Vice President in 2018. After completing seven courses through the American College over that timeframe, I became a CFP® in July of 2022.
Numbers aren't everything. I always aspire to inspire my team because NBA legend and personal hero Kobe Bryant taught me “the most important thing is to try and inspire people so that they can be great in whatever they want to do.” His passing serves as a reminder that life can change in a blink of an eye, and so I encourage my team to approach each present, moment with purpose and intentionality.