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Cima® Julian Quasha

Managing Director - Investments; Quasha/Harrison Group of Wells Fargo Advisors

Julian Quasha, CIMA®, is a Managing Director of Investments at Nicol/Quasha Group within Wells Fargo Advisors, based in San Francisco, California. He specializes in Wealth Management, Tax Investment, and Estate Investment Planning, with additional expertise in Insurance services.

Julian Quasha holds a California Insurance License (#0F45420) and is authorized to provide services in several states including AZ, CA, CO, CT, DE, FL, HI, ID, KS, LA, MA, ME, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, and WI.

His educational background includes CIMA® Education in Finance from the University of Chicago Booth School and a Bachelor's degree in Comparative Religious Studies, Philosophy, and Music from Kenyon College. He also attended The Thacher School for further studies.

With a diverse professional background, Julian Quasha has held roles such as Vice President and Financial Advisor at Morgan Stanley, Commodity Futures and International Currency Broker at Solid Gold Financial Services Inc., Fund Raising Assistant at Independent, and Original Equipment Manufacturer at Kaddish Bands.

Disclaimer: Investment and Insurance Products Julian Quasha deals with are not insured by the FDIC or any federal government agency, not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Wells Fargo Advisors, where Julian Quasha operates, is a registered broker-dealer under Wells Fargo Clearing Services, LLC, Member SIPC, and a non-bank affiliate of Wells Fargo & Company. Opinions expressed do not necessarily reflect the views of the firm.

For inquiries or consultations, Julian Quasha can be contacted directly at 415-291-1211 or via email at [email protected].

Cima® Julian Quasha
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Location

San Francisco Bay Area