Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves a wide range of clients, from financial services professionals, successful business owners, medical professionals, and retirees who want to preserve their wealth, to individuals who are starting out in their careers and have little time to manage their finances. Uliana strives to help clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, tax, and estate planning into a comprehensive strategy.
Uliana’s passion for helping her clients stems from her humble upbringing and overcoming personal challenges, further driving her commitment to connect with and assist people from all walks of life. Using her skillset to guide each client through their unique financial journey, she is in it for the long haul with her clients and wants to continue to deliver unwavering support that they can rely on.
“For busy professionals and families who are highly accomplished in their respective fields, have accumulated wealth, and are laser focused on their work, I strive to provide them with a comprehensive plan that meets their financial goals. I want my clients to continue to focus on the work they are passionate about, and I’ll be the one in their corner who can take care of the rest.”
Previous Experience
- 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™
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
