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Julio Lugo

Consultant/ 529 College Savings Program Manager TIAA TFI Business Development

Julio Cesar Lugo is an experienced 529 College Savings Consultant at TIAA, Tuition Financing Inc, Program Manager of the ScholarShare529 College Savings Plan.

With over a decade in the Financial services industry, Julio has focused on 529 college savings plans and B2B/employer workplace savings benefits in the Greater San Diego area.

He provides comprehensive services including education, consultations, presentations, and analysis on 529 College Savings Plans(QTP) to individuals and businesses across various sectors.

Julio collaborates with Financial Advisors, RIA's, Wealth Management Advisors, and other financial professionals to educate clients on the details of the section 529 college savings plan.

Additionally, he engages with employers in California to implement 529 workplace savings programs as part of Financial Wellness initiatives, working with HR professionals, benefits brokers, and key decision-makers.

Julio is fluent in Spanish, and he is dedicated to promoting financial literacy on 529 college savings plans through partnerships with various entities like non-profits, foundations, and public/private institutions.

In his leisure time, Julio enjoys family activities, reading, podcasts, audiobooks, grilling, and weightlifting. He has also contributed to his community as a past president of a local Toastmasters International Club.

Julio Lugo
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Location

Greater San Diego Area