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Julia Gaeta

Julia Gaeta

Director of Operations

646-432-7825

jgaeta@j3wealth.com

As a Director of Operations, I am primarily responsible for overseeing and streamlining daily procedures, ensuring that the expectations of our clients are met. My goal is to help maximize the efficiency of our team and deliver the best experience.

I’ve spent my career in client-focused positions. Maintaining trusting relationships, being perceptive and promptly fulfilling clients’ needs are my biggest strengths; clear communication, organization and thorough follow-up make all the difference.

I was raised on Long Island and have been living in New York City for the last five years. In my free time, I enjoy traveling, cooking, attending concerts, trying new restaurants and shopping. I am happiest when spending time with my family or near a beach!