A plan for today, tomorrow and generations to come

• AZ
• CA
• CO
• DC
• DE
• FL
• GA
• KY
• MA
• MI
• NC
• NH
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• VT
• WA

Juliana has been helping individuals and families with their financial well-being since 2002. A CERTIFIED FINANCIAL PLANNER, she developed a holistic approach for clients to grow, 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, her MA in Psychology from John F. Kennedy University and her BFA from Cooper Union School of Art.  She authored The Abundance Loop: 8 Steps to Manifest Conscious Wealth, published by Hay House in 2015. She was recognized by Forbes as America's Top Wealth Advisors Best-in-State in 2023 and 2024. She serves on the board of directors for Greater Good Science Center at UC Berkeley and Save The Bay.

• Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The 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, 2024, 2025, 2026The 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.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

• CERTIFIED FINANCIAL PLANNER

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

Christopher brings more than twenty years of investment experience to our clients. He is a Chartered Financial Analyst® and oversees all investment activity including asset allocation, security selection, risk management, and hedging with options. His disciplined approach to managing both sides of the balance sheet with transparency and attention to detail puts clients at ease. His previous work experience includes Senior Portfolio Manager at Merrill Lynch, Family Investment Officer at GenSpring Family Office and Chief Investment Officer at Dimension Capital Management. He also spent 5 years at the World Bank in Washington DC. 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

• Chartered Financial Analyst

• CA
• DC
• FL
• GA
• NV
• NY
• VA

Hussain develops financial plans so our clients feel confident about their balance sheet, cash flow, and ability to achieve their liquidity, longevity and legacy goals. He also supports investment research and financial analysis 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, and has passed all three levels of the CFA program.

• Cal State Fullerton , BA in Business Administration