Yuliya Brown
Vice President, Wealth Advisor
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Areas of Expertise
Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning
Life Insurance
Qualifications & Experience
- 15+ years of combined experience in Finance (Banking and Wealth Management)
- BA in Communications, California State University San Marcos
- CFP®, FINRA 7 and 66, Life Ins CA
San Diego, CA
Media
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Words to Live By
Do what you can, with what you have, where you are.
Theodore Roosevelt
Client Experience Professionals
Team Members
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About
Growing up in the former Soviet Union and seeing the entire country transform before her eyes, Yuliya learned that only one thing is for certain: life is a constant change.
Yuliya is passionate about helping her clients navigate financial complexities and adapt to their changing circumstances with joy, rather than fear. Her expertise encompasses retirement planning (or the work-optional stage of life), business succession, tax optimization strategies, risk management, and estate planning.
Yuliya lives in San Diego, CA, with her husband and their two sons. She enjoys skiing, camping, cheering on her sons’ sports teams, and hiking with friends.