Growing up in the former Soviet Union and witnessing a nation-wide transformation firsthand, Yuliya learned a fundamental truth early on: life is constant change. This unique perspective shaped her approach to wealth management, teaching her that while change is inevitable, it doesn't have to be overwhelming.
With over 15 years of combined experience across Banking and Wealth Management, Yuliya is passionate about helping her clients navigate financial complexities. She strives to help them adapt to their changing circumstances with confidence rather than fear. Her deep expertise encompasses retirement planning (or the "work-optional" stage of life), business succession, tax optimization strategies, risk management, and estate planning.
Yuliya holds a BA in Communications from California State University San Marcos, which allows her to translate complex financial concepts into clear, actionable advice. Based in San Diego, CA, she shares her life with her husband and two sons. When she isn't helping clients secure their futures, you can find her skiing, camping, cheering on her sons’ sports teams, or hiking the San Diego trails with friends.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
