Giuliano is a retirement income strategist focused on helping individuals and families plan for their financial future. He and his team work with clients from many backgrounds to help simplify pensions, 401(k)s, 403(b)s, IRAs, and long-term retirement income.
Giuliano joined Universal Retirement in 2019. Since then, he has helped thousands of families and individuals with retirement and financial planning strategies. He later earned his MBA in Finance and completed a Doctorate in Engineering Management, where his research focused on predicting oil and gas prices using advanced data analytics. He brings that same analytical and structured approach to income planning.
Today, Giuliano leads a team of professionals dedicated to building long-term relationships with clients and their families. His focus is helping clients prepare for retirement income needs, protect their financial future, and stay on track through each stage of life.
Outside of work, Giuliano enjoys spending time outdoors with his wife, family, and close friends through travel, glamping, and swimming.
- Favorite Book: Principles for Dealing with the Changing World Order – Ray Dalio
- Proudest Moment: Becoming a father
- Biggest Money Pet Peeve: Not having a budget — every dollar should have a purpose
