Julia Apodaca

Relationship Manager

Campbell, CA

Department: Relationship Manager

Experience: Finance since 2019

Education: Bachelor of Science in Business Management from Colorado State University

Julia has assisted advisors and clients with a wide range of tasks since joining the Modern Wealth team in June 2025. Her primary job duties consist of client onboarding, account maintenance, and coordination between teams to deliver exceptional client service.

She enjoys building relationships with clients—helping them through the fun/happy times in their lives as well as the challenging times. Julia finds it very rewarding to helping clients work towards their goals. She started her career in the financial industry at TD Ameritrade as a client service associate before spending four years as an associate advisor at Narrow Path Financial.

Julia and her husband, Brandon, have two children, Taylor and Ava. They enjoy being outdoors together, snow skiing, camping, and hiking when not cheering on their kids at their sporting events! Julia also enjoys trail running and planning new adventures. A fun fact about Julia is that she used to own a women’s boutique.

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