Financial Advisor
With a strong foundation in government affairs and nonprofit management, Juliana transitioned into the world of personal finance to pursue her lifelong passion for helping individuals achieve financial wellness. In 2021, she joined Buffalo First Wealth Managementas a Business Development Consultant, quickly immersing herself in all aspects of the firm’s operations.
Now a licensed Investment Advisor Representative, Juliana specializes in comprehensive financial planning for individuals and families in Buffalo, NY, and beyond. She holds a Series 65 license, enabling her to provide fiduciary advice tailored to each client’s unique financial goals. Juliana firmly believes that a clear understanding of one’s finances is essential to achieving personal and professional success, and she is committed to guiding clients through every stage of their financial journey.
Juliana earned her MBA from the Simon Business School at the University of Rochester and holds a Bachelor of Arts in Mathematics and Economics from the University at Buffalo. Her academic background and analytical skills uniquely position her to provide insightful and effective financial strategies.
Active in the Western New York community, Juliana serves as Vice President of the Board of Directors for Hope for Sisi’s Kids and volunteers with several educational and youth-focused organizations, including the Western New York Invention Convention, Clarence High School Academy of Finance, and Junior Achievement of Western New York.
Juliana lives in Amherst, NY, with her husband David and is the proud parent of two grown children. She is passionate about empowering others through financial education and personalized wealth planning.
We Live Buffalo Through Our Work!
As an organization we believe in giving back to the community. We participate in many organizations throughout Buffalo, NY. Listed below are some of the organizations that we are actively participating with.