A plan for today, tomorrow and generations to come

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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At The Sterling Group, we understand managing wealth with purpose.

Individuals and families with significant means trust us to provide unbiased advice and help them navigate the challenges that come with preserving, sustaining, and transitioning wealth.

By actively listening, we will discover what is important to you and collaborate on a plan to help you achieve your goals, wherever you are in life. We aim to develop a mutually respectful relationship that gives you confidence in your ability continue to support your lifestyle, your family, and your community.

Together, we can make an impact in ways most meaningful to you.

  • Juliana Park Profile Photo

    Juliana Park

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • MA
    • MD
    • MI
    • NC
    • NH
    • NY
    • PA
    • 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, 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 Best-in-State Women Wealth Advisors, 2023The 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™
    1255 Treat Blvd
    Suite 1000
    Walnut Creek, CA 94597
  • Christopher Gee Profile Photo

    Christopher Gee

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • MA
    • MD
    • MI
    • NC
    • NH
    • 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
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
      • Hussain Khan Profile Photo

        Hussain Khan

        Client Associate

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        • CA
        • FL
        • GA
        • NY

        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
            1255 Treat Blvd
            Suite 1000
            Walnut Creek, CA 94597

          Debt ceiling and inflation

          Tree

          Exceptional financial strength and stability

          Helping women take charge

          Helping women take charge

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

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          UBS is a world-leading wealth manager

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