Julia Richardson

Julia joined the Return on Life Wealth Partners team in March 2026 as Executive Assistant to the firm’s president and founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA. In addition to providing administrative support, Julia serves as a welcoming first point of contact for families, friends, and professional partners who call or visit the firm’s offices. She also supports the firm’s wealth advisors and associates with scheduling, recordkeeping, correspondence, and other day-to-day administrative needs.

Before joining Return on Life Wealth Partners, Julia worked as a legal assistant, independently managing a high-volume caseload of personal injury matters from intake through resolution. Her responsibilities included communicating with individuals, insurance carriers, and healthcare organizations, maintaining accurate case files, and monitoring important documentation and deadlines. She also brings experience in legal billing and team operations.

Julia is known for her organization, reliability, attention to detail, and ability to balance multiple priorities in fast-paced environments. Originally from California, she now lives in Lakewood, Ohio. Outside of work, Julia enjoys working out and maintaining a healthy lifestyle. She has been a vegetarian since 2009 and enjoys spending time with her two cats, Baxter and Roxy.