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Julian DiBona, CFP®

Financial Advisor

Julian is a CERTIFIED FINANCIAL PLANNER™ at GDS Wealth Management. He graduated from Southern Methodist University with a double major in Finance and Philosophy. He draws on this academic background to bring a thoughtful perspective to his role and works with clients as they plan for retirement. 

With the support of the GDS Wealth Management team, Julian works with clients on strategies related to investing, retirement planning, tax considerations, and estate and legacy planning. He values understanding each client’s individual circumstances and recognizes the importance of building positive, professional relationships. Julian conducts regular reviews with clients and works to ensure they have the information needed to make informed decisions about their financial planning. Through a holistic planning approach, Julian supports clients as they work toward greater financial clarity and long-term planning objectives.

Outside of work, Julian is a lifelong soccer enthusiast. He has truly done it all, from playing and coaching to watching professional matches. This love of the sport is shared by his entire family, and it keeps them connected even across state lines. Beyond soccer, Julian also enjoys running and hiking. He’s a born and raised DFW native and has lived in Texas his whole life. Although he’s no stranger to this great state, he looks forward to continuing to explore it in the years to come. 

Julian

Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Content, including personal background, professional designations, and investment approach, is provided for general informational purposes only and should not be considered personalized investment advice, a recommendation, or a guarantee of future results, nor does it create an advisory relationship. Professional designations are awarded by third-party organizations and do not imply a certain level of skill or expertise. For additional information, please visit gdswealth.com/disclosures.