Julian Avila
Retirement Plan Benefit Educator
Department: Company Retirement Plan Team
Education: Bachelor of Science in business administration from the University of Phoenix; Master of Science in organizational leadership studies from Grand Canyon University
Julian delivers retirement plan education sessions to participants in both in person and virtual settings. He travels to client sites approximately one to two weeks per month and builds and maintains strong relationships with retirement plan participants.
Julian brought more than 10 years of experience to the Modern Wealth’s company retirement plan when he came aboard in April 2026. Julian’s experience includes statewide community outreach and public affairs, including building strategic partnerships across business, government, healthcare, transportation, and economic development sectors.
Julian is also a musician and enjoys listening to music. He also loves spending time with family, traveling to new places, and reading.