Julie Estrella Adams in

Julie Estrella Adams

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Associate Partner at New York Life Insurance Company
📍 San Jose, California, United States

Julie Estrella Adams is an Associate Partner and Financial Services Professional at New York Life, dedicated to providing clients with financial security. Leveraging a background in project management and corporate communications, she develops strategies for college funding and retirement. She earned her B.S. from the Polytechnic University of the Philippines.

Outside of her financial practice, Julie shows a keen interest in family well-being, sharing resources on practical topics like household budgeting. She also follows The Walt Disney Company, suggesting an appreciation for its brand and entertainment.

Before entering the financial services industry, she was a Corporate Communications & Public Affairs Specialist at Motorol.

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Experience
17 Years
Current Role
Associate Partner
Location
San Jose, California, United States
Personality Overview

How Julie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Julie cares about

Financial Security
Her core mission is to provide individuals and families with financial solutions and strategies to help them achieve their goals and gain peace of mind.
Retirement Planning
Identified as a key area where she offers products and guidance to help clients prepare for their future financial needs.
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Career

Work history

1-2019 - 7-2019
Associate Partner
New York Life Insurance Company
9-2010
Financial Services Professional New York Life Insurance Company
NYLIFE Securities LLC
8-2010
Financial Services Professional
NYLIFE Securities LLC
11-2003 - 5-2008
Real Estate Transaction Manager
Athome Consulting Group Inc.
1-1999 - 12-2002
Corporate Communications & Public Affairs Specialist
Motorola
In the press

Media appearances

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Education
1977 - 1981
B.S. Degree
Polytechnic University of the Philippines
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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