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 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. 

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.

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.