Julia Marino

I am a Client Service Associate at Plan ONE Financial Group.  I am responsible for handling client account reviews and introductory calls with many of our new clients and referrals to the office. I joined our team in February of 2025.  

I graduated magna cum laude from Wilkes University with a Bachelor of Business Administration in Management and a minor in Economics.  I bring a willingness to learn, and I am passionate about helping clients feel confident and supported every step of the way.  

I hold a Series 7 and 66 FINRA registrations, and I am a Registered Representative through OSAIC Wealth, Inc.  I  also hold my New Jersey and Pennsylvania Insurance Producer License.  

I currently live in Washington Township, NJ.  Most of my spare time is spent enjoying my days with friends and family, watching Philadelphia sports or college basketball, and if the weather is warm, you can find me at the beach in Cape May, NJ.