Juliette Castelli, WMCP®
Principal, Wealth Advisor
Raised in Silicon Valley by Italian immigrants, Juliette began her career working part-time as a bank teller Wells Fargo during her studies. She earned her Bachelor's degree in Finance from the Business School at SFSU in 2013, fueling her passion for FinTech innovation.
After graduation, Juliette was promoted to Junior Advisor on the Wells Fargo Advisors platform. Driven by a desire to make a difference, she aspired to help people understand finance, even if just one person at a time. In summer 2014, she transitioned to a new brokerage house believing her skills and values would serve clients best from an ethical and cultural standpoint.
Juliette is dedicated to prioritizing her clients' needs above all else, often going above and beyond—referring clients to other professionals without expecting anything in return. Outside of work, she enjoys spending quality time with family and friends and engaging in her community.
Awards & Recognition
*The Million Dollar Round Table (MDRT), the premier association of Financial Professionlas, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
#Council is an annual New York Life company recognition based on sales performance from July 1 to June 30.
