Wellness Financial

Unlock Your Potential with Wellness Financial

INCOME TAX SOLUTIONS

MOBILE NOTARY SOLUTIONS

We prepare individual and business income taxes, whether you owe back taxes, need to file your small business, partnership, or corporate taxes; or need assistance with payroll, sales, or excise taxes, we can help!

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MOBILE NOTARY SOLUTIONS

We are mobile notary signing agents certified and background screened by the National Notary Association. Whether you are a law firm, title company, or someone that needs a notary to come to them, we can help!

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INSURANCE SOLUTIONS

MOBILE NOTARY SOLUTIONS

BOOKKEEPING SOLUTIONS

We offer comprehensive insurance solutions to safeguard your personal & business financial well-being. A financial safety net guarantees that you & your loved ones can concentrate on their well-being during challenging times.

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BOOKKEEPING SOLUTIONS

We collaborate with our clients to assist them with the accuracy of their books and payroll. We educate you in bookkeeping and accounting workflow while monitoring your books. We can help with setup, training, and review.

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FINANCIAL COACHING

BOOKKEEPING SOLUTIONS

FINANCIAL EDUCATION

Do you want to take control of your finances and achieve financial freedom? Our financial coaching, advisory & counseling services can help you create a budget, pay off debt, and build wealth for the future.

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FINANCIAL EDUCATION

BOOKKEEPING SOLUTIONS

FINANCIAL EDUCATION

We’re passionate about educating our clients. Whether you’re a first-time homebuyer, a small business owner, or simply want to enhance your financial literacy, we’ve got you covered! We also offer programs for nonprofits.

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Julian Peters

Financial Wellness CoACH

- Accredited Financial Counselor® (AFC) 103499583

- Enrolled Agent (EA) 120821

- Mobile Notary Signing Agent (CA) 2492666

- Licensed Insurance Agent (CA) 0M65314

- Mortgage Loan Originator NMLS 249596

- Licensed Real Estate Agent (CA) DRE 02075665

About Me

With a robust background in accounting, financial planning & counseling, taxation, insurance and real estate, my approach to financial wellness revolves around a client-centered philosophy. Partnering with clients, I delve into their unique financial landscapes, crafting tailored solutions that align with their aspirations.

Financial Health Begins with Wellness®

At Wellness Financial, we take a client-centered approach to your personal finances. We work closely with our clients to gain a deep understanding of their unique needs and goals, and we develop customized solutions that meet their specific needs.

Uneeka Peters

FINANCIAL WELLNESS COACH

- Licensed Real Estate Agent (CA) DRE 02149323

- Mobile Notary Signing Agent (CA) 2494288

- CTEC Registered Tax Preparer (CA) A290954

- Legal Document Assist/Paralegal (CA) LDA24-41

About Me

Earning my financial credentials from reputable state and federal boards and agencies, I am committed to helping businesses and individuals with achieving their financial goals. I comply with the Financial Coaching Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that I adhere to the highest standards of the industry and guarantee the security and confidentiality of all your financial, legal, and real estate-related information.

Financial Health Begins with Wellness®

At Wellness Financial, we have made it our mission to give support to businesses and others who need help with their finances. I want to be that appointed person who helps them work toward their financial and lifestyle goals. I’m a living example that there is hope – and it’s my genuine calling to help you work towards a greater financial wellness, so you can live the life you desire and gain the sense of security and the peace of mind you deserve.