Julian Cantu

Client Service Associate, Carter Financial Management

Professional

As a Client Service Associate at Carter Financial Management, Julian supports Ellenore Baker and Deborah L. Hickey by assisting with account maintenance, daily operations, and client service needs. He brings valuable experience from internships at both Carter Financial Management and CrossPoint Wealth Partners, where he developed a strong foundation in financial planning and client relations.

Julian is currently pursuing his CERTIFIED FINANCIAL PLANNER® designation and is committed to building a career grounded in service, integrity, and attention to detail.

Education

Julian earned a Bachelor of Science in Financial Planning from Texas A&M University. While at Texas A&M, he was a member of the Corps of Cadets, the Aggie Band, and the Ross Volunteer Company.

Personal

Outside of work, Julian enjoys watching movies, spending time with friends, and being outdoors. He isn’t afraid to get his hands dirty and takes pride in putting in hard work, especially when it means breaking a sweat outside.