Experience

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.

Christopher has guided portfolio strategy for wealthy families since 1999, taking a disciplined systematic approach grounded in a total balance sheet perspective – considering both assets and liabilities. His investment philosophy is rooted in tax-aware selling and custom-tailored portfolio construction designed to fit each client’s unique cash flow needs. His experience includes senior investment roles at Merrill Lynch, GenSpring Family Offices, and Dimension Capital Management, along with five years at the World Bank. He earned his BA and MA from the University of Virginia and an MSc in Finance from London School of Economics. He is a member of the Society of the Cincinnati.

Hussain brings a thoughtful, detail-oriented approach to every client relationship. Over the past decade, he has built and implemented financial plans— translating strategy into clear, actionable cash flow structures that support day-to-day decisions. He works across investments and operational needs, and coordinates with clients’ outside advisors, including CPAs and estate planning attorneys, to ensure holistic planning. A CFA® charterholder and CERTIFIED FINANCIAL PLANNER™, Hussain built a strong foundation in client service at Merrill Lynch and Bank of America. He holds a BA in Business Administration from California State University, Fullerton.

Jorge supports the client experience at The Sterling Group. He manages the day-to-day operations of the practice — from client onboarding and account maintenance to distribution requests, cash management, and transfers to external bank accounts — ensuring every transaction and document is executed accurately and confirmed promptly. Before joining UBS, Jorge was an Associate Banker at J.P. Morgan Chase. He is currently pursuing a Bachelor's degree in Business Administration from the University of Arizona and has completed additional coursework through Cornell University, Università Bocconi, and the Envestnet Institute.