Iuliana’s expertise lies in helping individuals, families, and small businesses with investment management, retirement needs, college planning, and wealth transfer.
Iuliana helps her clients to envision a destination or desired outcome then uses her financial expertise to address planning challenges and identify a strategic path to achieving their goals.
Through outstanding service and commitment to excellence, Iuliana’s unwavering focus on her clients’ needs has established a robust clientele base that continues to grow.
Iuliana resides in Detroit with her husband and children, where she is an active member in her community. She serves as a Board Member for the non-profit healthcare clinic, FernCare, which provides medical services to uninsured individuals.
Licenses & Accomplishments
— Law Degree
— MBA Series 7, 63 and 65 registered
— FernCare Board Member
Favorite food:
Mediterranean. But really, it’s about the experience.
What do you love about Detroit?
Arts, architecture and the history.
How do you relax?
I love to travel, garden and dance.