Uliana joined the firm in 2018 as a Senior Advisor Associate. Uliana works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.
- Planning Specialist at Coastal Bridge Advisors
- Portfolio Analyst at Coastal Bridge Advisors
- Client Service Associate at Coastal Bridge Advisors
Education & Credentials
- BS, University of Connecticut – Stamford, Business, Financial Management
- Certified Financial Planner™