Our Firm
Seabreeze Wealth Advisors is founded and led by Julie Ping He, an award-winning investment manager with 30+ years of experience, a CFP® professional, and a fiduciary to her clients.
Seabreeze Wealth Advisors takes a comprehensive, long-term approach to helping our clients achieve their financial goals and objectives. We help grow, protect and transfer wealth in a way that aligns money with our client's life goals, values and legacy. We go beyond simple investment advice and we integrate multiple financial services under one coordinated plan.
During the first 20 years of her financial career, Julie had served at several Bay Area technology companies, including a startup (Liberate Technologies) that successfully went IPO. She understands RSU's, stock options, and how to guide tech executives and employees through all phases of stock compensation including pre-IPO and lockup periods. Julie also served as controller at Fortune 500 companies including Hitachi Data Systems. She understands the full spectrum of employee benefits and executive compensation programs. As a financial advisor, these valuable experiences allow Julie to specialize in helping tech executives, engineers, working professionals, and business owners.
Julie left the corporate world in 2013 to fulfill her desire to help individuals, families, entrepreneurs, and business owners. She completed a CFP® Board-certified educational program at University of California at Santa Cruz in 2016. This was in addition to a MBA in Finance from San Jose State University and a bachelor's degree from University of Minnesota in the fields of Accounting and Computer Science.
She is married to her husband Greg and they live in Saratoga, California. They enjoy spending time with family and friends. Julie also believes in giving back to communities. She is a guest speaker at UCSC and serves as a board director at the Financial Planning Association (FPA) of Silicon Valley, with a mission to promote best practices in the financial services industry.