Uliana joined the firm in 2018 as a Senior Advisor Associate. Uliana 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.