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
    • WI

    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.

      • 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
          • 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

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            Retirement planning

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            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.

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