CONNECT WITH WELLNESS
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We love our clients, so contact us during normal business hours!
Wellness Financial
731 East Yosemite Avenue, Suite B #148 Merced, California 95340, United States
Hours
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | By Appointment | |
Sun | Closed |
Julian Peters
FINANCIAL ADVISOR
- 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.
Financial Tools & Tips
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.