Brian Juliano

Brian Juliano is a Senior Associate with Cerity Partners’ Wealth Management team in Saratoga Springs, where he helps individuals, families, business owners, and corporate executives build and execute financial plans with clarity and confidence.

Brian has been in executive financial management since 2019, helping others bring equity compensation, benefits, and the many moving pieces of their financial lives into one coordinated, holistic plan. That experience showed him how easily blind spots can form when those pieces are managed separately and reinforced his belief that the best advice looks at the full picture, not just one part of it. He’s currently pursuing his CFP®️ certification to deepen that holistic approach even further.

Clients know Brian for his analytical mindset and collaborative approach; he is as comfortable in the details of a plan as he is in the relationships that make it work. Outside the office, he’s spending time with his family, following sports, reading, and logging miles as a distance runner, with a standing appreciation for a good cold plunge or sauna along the way.

Learn more about my practice.