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Julian Ossa

Julian Ossa, CFP®, CRPC®
Assistant Vice President Financial Advisor Truist Investment Services, Inc.
The Rase & Rambo Team of Truist Investment Services, Inc.

Sunset Point Branch

2475 Sunset Point Rd,

Clearwater, FL 33765-1514

Julian.Ossa@Truist.com

Phone 727-828-6979

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About me

Background

Julian Ossa is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 11 years of financial services, retirement planning, and investment management experience. Julian has earned the professional designations of Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER™ designation. 

Julian covers several branches in the Pinellas county area. His focus is advising on the development and implementation of financial planning strategies for individuals and business owners, creating personalized financial plans. He follows a holistic approach by establishing a relationship with his clients, assessing their financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of South Florida

Personal Interests

Julian is a graduate of the University of South Florida where he majored in Finance. He likes to volunteer around the community in programs like Junior Achievement, Keep Tampa Bay Beautiful, and feeding Tampa Bay. During his leisure time, he likes to play soccer with the local Suncoast Florida Men’s league and partake in local obstacle course races. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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