Yulia Petrovsky, CFP®, CPA

Yulia serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 15 years of experience in financial planning and tax services, Yulia offers her clients a truly comprehensive planning experience. Before joining Creative Planning, Yulia served as a financial planner at a Bay Area advisory firm, where she focused on clients with equity compensation and other tax complexities. Prior to transitioning to financial planning, Yulia provided tax and accounting guidance to business owners and their families at a Bay Area CPA firm.

Yulia received her Bachelor of Science degree in business administration and accounting from California State University San Bernardino. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.

Outside of work, Yulia and her family enjoy traveling and hosting pizza parties.