Meet Our Founder

Juliette Castelli, WMCP®

Principal, Wealth Advisor

Raised in Silicon Valley by Italian immigrant parents, Juliette began her career as a part-time bank teller at Wells Fargo while completing her studies. She earned a Bachelor’s degree in Finance from the SF State School of Business in 2013, which sparked her passion for FinTech innovation.

After graduating, Juliette advanced to the role of Junior FA on the Wells Fargo Advisors platform. Motivated by a desire to make a meaningful impact, she aimed to help people better understand their finances—one person at a time.

In the summer of 2014, she moved to a new brokerage firm, confident that her skills and values would best serve clients in an environment aligned with her ethical and cultural principles.

Since then, Juliette has undergone rigorous education and licensing requirements, becoming both an appointed fiduciary and a certified wealth advisor.

Juliette remains deeply committed to putting her clients’ needs first, often going above and beyond— without expecting anything in return. Outside of her professional life, she enjoys cooking, baking, traveling and spending quality time with family and friends while staying active in her community.