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

    CERTIFIED FINANCIAL PLANNER®

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

    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, 2025The 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, 2025The 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®
    1700 M Street NW
    5th Floor
    Washington, D.C., DC 20036
    juliana.park@ubs.com
    Juliana Park
    1700 M Street NW,Washington, D.C.,DC,20036
  • Christopher Gee Profile Photo

    Christopher Gee

    Senior Wealth Strategy Associate

    Chartered Financial Analyst®

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    • AZ
    • CA
    • CO
    • DC
    • 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 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®
      1700 M Street NW
      5th Floor
      Washington, D.C., DC 20036
      christopher.gee@ubs.com
      Christopher Gee
      1700 M Street NW,Washington, D.C.,DC,20036
    • Hussain Khan Profile Photo

      Hussain Khan

      Wealth Strategy Associate

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      • 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
          1700 M Street NW
          5th Floor
          Washington, D.C., DC 20036
          hussain-za.khan@ubs.com
          Hussain Khan
          1700 M Street NW,Washington, D.C.,DC,20036
        • Jennifer Williams

          Jennifer Williams

          Client Associate

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            Jennifer manages the operations and administration to serve client needs with care and efficiency. She ensures a positive client experience by leveraging her compassion, attention to detail and dependable nature while taking care of account opening and maintenance, service requests, and client communications.. Prior to joining UBS, she worked at the Facebook Campus as well a property management company where she helped manage a portfolio of 3 million sq. ft. of commercial real estate properties. Jennifer went to San Jose State University and earned her BS in Hospitality Management and spent four years in South Korea as a High School English Teacher. Jennifer is currently pursuing her securities industry licenses.  

                  1255 Treat Blvd
                  Suite 1000
                  Walnut Creek, CA 94597
                  jennifer-zb.williams@ubs.com
                  Jennifer Williams
                  1255 Treat Blvd,Walnut Creek,CA,94597

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                Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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