Juliana Yoon, MBA, CRPC®
Juliana began her career in the financial services industry in 2002 with AXA Advisors where she specialized in retirement planning. In 2008, she joined Lincoln Financial Advisors as a Financial Planner where she provided comprehensive financial and retirement planning services to individuals and families. Wanting to offer more to her clients, in 2016 she joined Salient Wealth Planning Group. Her move to the boutique firm enabled Juliana to provide additional planning advice in the areas of estate, business, taxation, and generational wealth management.
Juliana’s goal is to provide her clients with premiere financial planning services. She takes the time to understand each person or family’s unique circumstances, values, and goals and develop sound individualized financial strategies that act as a blueprint for building and protecting their wealth.
A native to Southern California, Juliana graduated with honors from California State University, Northridge in Finance. She received her MBA from the University of Arizona Eller College of Business and Management. Juliana holds designations of Chartered Retirement Planning Counselor (CRPC®) from The College of Financial Planning and Personal Financial Planner (PFP®) from UCLA. Juliana is a CERTIFIED FINANCIAL PLANNER (CFP®) candidate.
Juliana’s personal interests include yoga and vegetarian cooking. She is a foster mom to rescue dogs and is active in the central coast wildlife conservation.