Chandler Julian, CPA, AIF

Chandler Julian, CPA, AIF

President & CFO

Chandler earned both his Bachelor’s and Master’s degrees in Accounting from Lipscomb University in Nashville. Chandler is a Certified Public Accountant (CPA), an Accredited Investment Fiduciary (AIF®) designee, and holds a Series 65 investment license as an Investment Adviser Representative (IAR) with ERISA Advisers, Inc.

Chandler directs ERISA Consultants’ operational and strategic activities. The firm’s core operations include market trading activities, retirement plan valuation accounting, financial reporting, client experience, and internal control. Chandler also oversees the firm’s technology footprint, which includes the company’s cloud platforms, client web portals, CRM systems, and proprietary technology development efforts.

During his tenure, Chandler has served as a member of Charles Schwab’s Retirement Technologies Board. He is also a member of the American Society of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and the American Society of Pension Professionals and Actuaries (ASPPA).