Meet Juliana
As an Associate Wealth Advisor, I provide clients with personalized financial guidance and consistent follow-through. I help manage investment portfolios, prepare meeting materials, and assist with comprehensive planning needs such as retirement forecasting and estate planning. Whether I’m rebalancing accounts, answering questions, or helping someone feel more confident about their financial future, my goal is to ensure every client feels supported at each step of their journey.
I’m a graduate of the University of California, Davis, where I earned my bachelor’s degree with a concentration in macroeconomics and technology management. During my studies, I presented original research at the UC Davis Undergraduate Research Conference and was an active member of the Women in Economics Society. I also participated in the Leadership Program through the Entrepreneurship & Innovation Association, which strengthened my strategic thinking and collaborative problem-solving skills.
I began my career in financial services at Merrill Lynch, gaining valuable experience in wealth management and client advisory.
Outside of work, I’m passionate about community engagement and volunteer regularly with organizations such as local Food Banks, Children First, Harvest House, and Big Waters Land Trust. At home, I share a joyful life with my fiancé, Marcin, and our cheerful goldendoodle, Moka. In my free time, I love traveling, exploring new local places, engaging with the arts, experimenting in the kitchen, and practicing yoga to stay grounded and balanced.