Meet Juliana
As an Associate Wealth Advisor, I support our clients with personalized financial guidance and consistent follow-through. I help manage investment portfolios, prepare meeting materials, and assist with financial planning needs such as retirement forecasts and estate planning. Whether I’m answering questions, rebalancing accounts, or helping someone feel more confident about their future, I strive to ensure our clients feel supported every step of the way.
I hold a Bachelor of Arts in Economics with a concentration in macro finance from the University of California, Davis. During my academic tenure, I presented original research at the UC Davis Undergraduate Research Conference and was actively involved in the Women in Economics Society. I also participated in the Leadership Program through the Entrepreneurship & Innovation Association, where I developed skills in strategic thinking and collaborative problem-solving.
I began my financial services career at Merrill Lynch, gaining valuable experience in wealth management and client advisory.
Outside of work, I am passionate about community engagement and regularly volunteer with organizations such as local food banks and Hearts for the Military. At home, I share a joyful life with my fiancé, Marcin, and our cheerful goldendoodle, Moka. In my free time, I enjoy exploring new places, engaging with the arts, experimenting in the kitchen, and practicing yoga to stay grounded and balanced.