Guangzhi (Julia) Zhai, CFP®, RICP®, PhD
Guangzhi (Julia) Zhai, Partner at Evergreen Financial Partners, is an investment adviser representative with over 15 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) Practitioner. 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 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).