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.