Julius Joel Magbitang, CFP®, LUTCF in

Julius Joel Magbitang, CFP®, LUTCF

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Financial Adviser - Partner at Magbitang Financial & Insurance Solutions
📍 Alamo, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Financial Adviser - Partner
Job Level
Junior
Location
Alamo, California, United States
Personality Overview

How Julius 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 Julius cares about

Strategic Priorities
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Career

Work history

9-2006
Financial Adviser - Partner
Magbitang Financial & Insurance Solutions
5-2011
Financial Adviser
Eagle Strategies, LLC
11-2014
Member Agent
The Nautilus Group
6-2005
Registered Representative
NYLIFE Securities LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2003
Bachelor of Science in Economics and Business Administration / Minor in Philosophy
Saint Mary's College of California
Social presence
in
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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