Guangzhi (Julia) Zhai, CFP®, RICP®, PhD

Guangzhi (Julia) Zhai, CFP®, RICP®, PhD

Guangzhi (Julia) Zhai, Partner at Evergreen Financial Partners, is an investment adviser representative with over ten years of experience in the financial services industry. She focuses on helping highly successful professionals and business owners plan their financial futures by offering solutions and strategies that strive to help reduce their tax liabilities, increase their net worth, and leave a lasting legacy based on their needs and objectives.

Julia is a CFP® CERTIFIED FINANCIAL PLANNER™ Practioner. Julia received both a Master’s degree in science and a PhD in biochemistry from Brown University. She worked at Bristol-Myers Squibb for 14 years before switching career to the financial service industry, fulfilling a longstanding dream of helping individuals more directly. She has also been an Enrolled Agent* since 2012. She previously worked as a tax director at a mid-sized tax law firm specializing in international taxes. Drawing on her critical thinking skills, broad knowledge, and extensive tax practicing experience, she is committed to building long-term relationships with her clients and helping them reach their financial goals.

Julia continuously focuses on providing more personalized financial planning services. Her clientele consists mainly of business owners, particularly professionals in the pharmaceutical/medical fields and the IT industry.

Julia lives in Newtown, PA, with her husband and son, and enjoys regular visits from her two adult daughters. Her hobbies include baking, reading, and taking walks.

Fluent in Chinese (written and oral).

Julia Zhai is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044 | 215-441-8200. Evergreen Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.


*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.


CRN202111-256973

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. (215)441-8200. Evergreen Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.