Juliet is a Financial Advisor with a concentration in Comprehensive Financial Planning. She was born and raised in Pleasanton, completed her collegiate studies in Spokane, WA and then returned to the Tri Valley Area to start her business career. She took her studies and experiences, combined it with her passion for helping people, and joined David White & Associates in 2015. Immediately, Juliet began building her business, studying and testing, so that she could help serve her clients in all areas of planning. She is pleased to have the opportunity and responsibility to put her client’s needs first.
Juliet holds a B.A. in Business Administration from Gonzaga University and is an Investment Advisor Representative with Ameritas Investment Corp. holding both the Series 7 and 66 Securities registrations. She is also a certified Life, Health, and Disability Agent with certifications for Long Term Care as well as Annuities.
Outside of work, Juliet spends most of her spare time at the barn riding her horse, Georgia. Together, the pair train and compete in the English sport of “3-Day Eventing” all over the West Coast, which she has enjoyed for more than 10 years.