Paul Juliano, Jr, CFP® - Senior Wealth Advisor
I am originally from Delaware County, PA and have lived in the Valley Forge area for the past decade. I graduated from Millersville University with a Bachelor’s Degree in Business Administration. Prior to joining Milestone, I enjoyed approximately 13 years with The Vanguard Group. Throughout my journey at Vanguard, I was able to develop a strong foundation across mutual funds, ETFs, and overall market dynamics. Most importantly, I uncovered my passion for helping clients tackle financial challenges in ways that create long-term success.
Early in my career at Vanguard, I assisted a broad range of clients with account servicing, trade execution, and market‑related inquiries. During this time, I obtained the Certified Financial Planner® designation and began providing advice directly to clients. This experience has enabled me to effectively understand client concerns at every stage and provide thoughtful, informed support.
Outside of work, I love spending time with my wife and two sons. I also enjoy playing golf and cheering on the Philadelphia sports teams. My other passions include serving my church community on Sundays with the guest services team, co-leading a weekly men’s group, and participating in special events such as Night to Shine.
My approach starts with listening. I enjoy building relationships, understanding your priorities, and working together toward solutions that support your goals. I look forward to connecting soon!