Julia He Ma MSFT, Master of Science in Taxation and Financial Planning, has been serving clients since 2012. Born and raised in China, she earned her B.S. in business and education from Changchun University. She has traveled the globe and has worked with clients from over 50 countries.
Speaking multiple languages, she has a wealth of knowledge in understanding clients’ cultural background, identifying their needs and developing deep relationships with clients and their families.
She came to the U.S. in 1995 and lived in Philadelphia and the south Jersey area, working in the health care industry for many years. In 2012, she earned her masters in Taxation and Financial Planning from Widener University and obtained her series 65, 6, 63 and life & health licenses.
In 2014, she moved from New Jersey to Arizona and became an Investment Advisor Representative for a large financial firm. Since early 2016, she has been focusing on health and life insurance as an executive agent.
She is dedicated to help and educate individuals, families and small business owners achieve their financial goals. In 2017, she proudly joined LifeTyme Financial, LLC and LifeTyme Financial Advisors, LLC, and has been working closely with co-founders, Vincent Del Franco and Charles Pettit.