Julia Sexton, CVA
Equal parts explorer and analyst, Julia enjoys working with advisors to learn the story behind their numbers. She holds a BS from the University of New Hampshire and is an accredited Certified Valuation Analyst (CVA).
Julia brings an active and open mind to the team. Over her career as a business appraiser, she has completed over 2,000 valuations and helped complete more than 200 successful mergers. Julia, one of FP’s accredited Certified Valuation Analysts (CVA), focuses on helping clients navigate the financial complexities of merging practices together.
Born and raised in New Hampshire, Julia has a special love for the New England lifestyle. She has settled down in Providence, RI with her husband, Kieran, and her dog-daughter, Sauvie. Julia graduated from the University of New Hampshire with a BS degree in finance and earned the CVA accreditation in 2019.
She spends most of her weekends enjoying the outdoors, whether that be on a mountain peak, trail, kayak, or at a CrossFit competition. Some of Julia’s favorite memories are from her time living in the Pacific Northwest hiking the infamous Mount Saint Helens in Washington with a handful of her colleagues here at FP Transitions.