President & Chief Financial Officer
Chandler Julian is the Chief Financial Officer at ERISA Consultants, where he leads the company’s treasury and controller functions, financial planning and analysis, corporate strategy, vendor management, and technology development efforts. During his tenure, Chandler has served as a member of Charles Schwab’s Retirement Technologies Board and has overseen ERISA’s qualified retirement plan operations.
Chandler earned both his Bachelor’s and Master’s degrees in Accounting from Lipscomb University. He is also a Certified Public Accountant (CPA), an Accredited Investment Fiduciary (AIF®)designee, and holds a Series 65 investment license as an Investment Advisor Representative (IAR).