Experience

That inspires confidence

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Juliana Park

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER®

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.

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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

juliana.park@ubs.com
Juliana Park
1700 M Street NW,Washington, D.C.,DC,20036

Christopher Gee

Senior Wealth Strategy Associate

Chartered Financial Analyst®

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. 

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

Education

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

Credentials

  • Chartered Financial Analyst®
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

christopher.gee@ubs.com
Christopher Gee
1700 M Street NW,Washington, D.C.,DC,20036

Hussain Khan

Wealth Strategy Associate

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.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • NV
  • NY
  • VA

Education

  • Cal State Fullerton , BA in Business Administration
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

Email Me

hussain-za.khan@ubs.com
Hussain Khan
1700 M Street NW,Washington, D.C.,DC,20036

Jennifer Williams

Client Associate

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

Email Me

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

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings