Uliana joined the firm in 2018 and serves as an Advisor in our New York and Westport offices. She works with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.

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. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.