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Meet Juliet

As a Wealth Advisor, Juliet is relatable, focused and easy to work with. From her energizing presence to her easy to follow process, she makes financial planning manageable in our ever-changing world.

 

Juliet's step-by-step process guides her clients through the basics of financial planning and educates her clients on tax planning, investing in modern markets, and of course, Financial Independence*. 

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Juliet is passionate about developing strong client relationships based on honesty, integrity and ethics. Her clients consider her expertise to be an invaluable resource in Business Planning, Tax Planning and Estate Planning. 

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Juliet lives in Pleasanton, California with her husband, Ryan, their golden retriever, Clutch and bernedoodle puppy, Aggie. You can catch the entire family at the Pleasanton Sports Park, or downtown supporting the many local restaurants.

 

You can also find Juliet at the barn with the other love of her life – her horse, Georgia. For over 15 years, the pair trained and competed in the English sport of “3-Day Eventing” all over the West Coast and Pacific Northwest. 

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Investment advisory services offered through LifePro Asset Management, LLC, a SEC registered investment adviser. Registration does not imply a certain level of skill or training. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.


Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.


Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).


Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

 

The information provided is for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities or adopt any investment strategy mentioned. It is intended only to provide observations and views of the author(s) at the time of writing, both of which are subject to change at any time without prior notice. The information provided does not have regard to the specific investment objectives, financial situation or particular needs of any specific person who may read it, and investors should determine for themselves whether a particular service or product is suitable for their investment needs or should seek such professional advice for their particular situation.

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