A plan for today, tomorrow and generations to come

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• MA
• MD
• MI
• NC
• NH
• NV
• NY
• OH
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA

Juliana has helped individuals and families with their financial well-being since 2002. She is a CERTIFIED FINANCIAL PLANNER and developed a holistic approach to help clients sustain and transfer wealth in a meaningful way. Her previous work experience includes Merrill Lynch, Morgan Stanley, and Booz Allen Hamilton. She earned her MBA from Yale University, MA in Psychology from John F. Kennedy University and BFA from Cooper Union School of Art.  She authored The Abundance Loop: 8 Steps to Manifest Conscious Wealth which was published by Hay House in 2015. She serves on the advisory boards for Greater Good Science Center at UC Berkeley and East Bay Community Foundation.

• Forbes Best-in-State Wealth Advisors, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 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.

• Yale University, MBA
• John F. Kennedy University, MA in Psychology
• Cooper Union School of Art, BFA

• CERTIFIED FINANCIAL PLANNER®

• AZ
• CA
• CO
• DE
• FL
• GA
• MA
• MD
• MI
• NC
• NH
• NV
• NY
• PA
• SC
• TN
• TX
• VA
• VT
• WI

Christopher brings more than twenty years of investment experience to The Sterling Group. He is a Chartered Financial Analyst (CFA) and oversees all investment activity including asset allocation, security selection, liability management, and hedging with options. His previous work experience includes serving as Senior Portfolio Manager at Merrill Lynch, Family Investment Officer at GenSpring Family Office and Chief Investment Officer at Dimension Capital Management. He earned his BA and MA from The University of Virginia and his MSc in Finance from The London School of Economics.

• The University of Virginia, BA and MA
• The London School of Economics, MSc in Finance

• CA
• FL
• GA
• NV
• NY
• VA

Hussain manages the operations and administration to serve client needs with care and efficiency. In addition, he supports client reporting, investment research, and analytics for the team. Prior to joining UBS Financial Services, Hussain was a Client Associate at Merrill Lynch and a Personal Banker at Bank of America. He also served as the executive and marketing director of a family owned assisted living facility. He earned his BA in Business Administration from Cal State Fullerton.

• Cal State Fullerton , BA in Business Administration