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Julia Tierney

CFP®, Director of Legacy Planning, Lead Advisor, Partner

Who discovers their future career while playing Monopoly as a kid? Julia, that’s who. While other kids snapped up properties without a second thought, Julia would make strategic purchases and then stash her extra cash under the board while she planned her next move. Years later, when she discovered financial planning, the same strategic mindset clicked into place, leading her to a career helping families secure their financial futures.

Julia started her career in financial services in 2009 and joined the Vista team in 2013. She’s an example of how Vista champions working parents; in an 18-month span, Julia had her first child, was promoted to director of legacy planning, and became a partner of the firm. Now a mom of two, Julia combines her passion for finance with helping people. She guides clients to align their giving with the values, connect their retirement goals with purpose, and leave a legacy through thoughtful estate planning.

A graduate of the University of Oregon Lundquist College of Business, Julia earned her degree in business administration. She has also earned the Certified Financial PlannerTM (CFP®) designation. She’s a true proponent of giving back to the community, and she’s proud to serve as the treasurer for Portland’s Dougy Center, which supports grieving kids, teens, and their families.

Something you may not know about Julia: She played lacrosse through high school and club lacrosse in college. She likes how women’s lacrosse is different from men’s — there’s no physical contact, making it a game of finesse.


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  • Dougy Center, Board of Directors, Treasurer
Articles by Julia Tierney
Legacy planning

Donor-advised fund vs private foundation: Choosing the right giving vehicle for you

ArticleApril 28, 2025By Julia Tierney, CFP®

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.

Legacy planning

Redefining purpose and productivity in retirement

ArticleApril 3, 2025By Julia Tierney, CFP®

Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.

Legacy planning

How to Involve Family in Charitable Giving

ArticleDecember 20, 2024By Julia Tierney, CFP®

Philanthropy is more powerful when shared. Discover how to include your family in your giving journey to create a legacy of compassion and purpose.

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