Julien Blancon, CFP®, CEPA®
Wealth Management Advisor
Julien brings nearly a decade of experience in wealth management to the team at Crosswaters. He previously worked at Merrill Lynch, Wells Fargo, and Black Diamond Financial in Bend, Oregon. Julien specializes in tax-efficient investing, exit planning, and tax-mitigation strategies for small business owners. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor designations.
Julien excels at helping clients develop a healthy, intentional relationship with their wealth so they can maximize happiness in their own lives and the lives of those they care about most. He finds deep satisfaction in helping clients protect and grow their wealth through thoughtful, well-coordinated strategies. Julien believes close collaboration with clients’ other trusted professionals—particularly CPAs and estate planners—is essential to maximizing their wealth.
Julien has lived in Bend since 2014 with his wife, Maci, whom he met in college at Azusa Pacific University. They have two children, Colette (4) and Jax (1). He speaks French fluently and enjoys traveling to Europe whenever possible. In his free time, Julien enjoys reading classic literature, listening to music, appreciating excellent wine and whiskey, and taking scenic drives throughout Central Oregon. Over the past two years, he has also become an avid chess player, ranking in the top 4% of players globally.