Lasting relationships

Understanding what matters most to you

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Train mountains

Julia Wan

Managing Director–Wealth Management

Financial Advisor

Julia has been in the Wealth Management services for 24 years. She has strong passion working with clients and believes the highest priorities of her job is to provide superior, professional services to clients and help clients to achieve their optimal financial goals.

As a Financial Advisor and Portfolio Manager, Julia first works with clients to set up their financial goal. The goal needs to be clearly communicated, reasonably set up and is with the time horizon and risk tolerance most suitable to clients. Julia implements a systematic and organized procedure of portfolio management. She conducts periodic portfolio reviews with clients in person or over the phone. In these reviews, Julia goes over market updates, firm's investment outlooks, portfolio's status, and necessary asset reallocations.  These reviews, together with appropriate modifications, and effective executions, help clients to attain optimal result of portfolio performances.

In addition to portfolio performances, Julia reviews client's total financial pictures and make essential recommendations to clients in the area of estate planning, children college funding, retirement preparations, life insurance, and credit financing arrangements. Julia works closely with CPAs, tax attorneys, and insurance professionals to achieve the best benefits of client's financial life.

Julia has a B.S. degree from Brigham Young University and an MBA degree from California State University – Sacramento. Julia had worked four years as a Business Banking manager at Citibank, reviewing lending applications from corporations in San Francisco Bay area. Before joining UBS, Julia was a Financial Advisor at Merrill Lynch / Bank of America Wealth Management International for 18 years.

Julia is Series 7, 63, and 65 licensed. She holds CA Life Insurance license and Portfolio Manager designation at UBS.

Registered States:
  • AZ
  • CA
  • IL
  • MA
  • SD
  • TX
  • VI
  • WA
  • WY

Recognized as an industry leader:

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Brigham Young University
  • California State University – Sacramento, MBA

Credentials

  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Estate planning strategies
Legacy planning
Asset allocation
Multi-generational families
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 955-9865

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

CIO House View monthly livestream

Focus on liquidity management

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager