Julia Carrillo, CPA

Partner/Wealth Manager/CPA

Julia has worked in the field of finance and taxation for over 30 years.  She custom tailors her advice to the needs of each individual and/or business.  She is a no-nonsense individual who truly cares about the client's future, as all those who have dealt with her can agree.  She makes a lasting impression.  She tries to wrap the rather boring and dry discussion of tax and investing in an interesting and thought provoking discussion with the clients. 

She encourages wealth accumulation and a "big picture" approach to all the clients with specific tayloring to their needs, circumstances and goals.  She enjoys what she does and it is apparent when you interact with her. 

Despite being a nerdy CPA, she considers herself hip, fun and adventurous.  She loves the outdoors and is a little bit of a 'tomboy' to the surprise of many clients who are amazed that she enjoys camping, riding quads, biking and traveling in in RV. She and the staff relish going to Las Vegas as a reprieve from the long hours everyone puts in at the office. 

Julia worked for Arthur Young after graduation from California State Polytechnic University, Pomona.  After leaving Arthur Young, she started her own practice, currently Dewey, McDonald & Carrillo, Inc.

Her motto in life is “Live life to the fullest!"