Juliana Boyle, MBA

Juliana has been a valued team member with Ideal Financial Advisors since January 2018. Her mission is to provide our clients with the professional service they deserve. She works hard to not only interact with our clients but also to truly know and value them.

Juliana brought her know-how to the firm from her 25-year career in the health care industry as a consultant. Prior to her work in health care, she was employed by the State of New Mexico for 10 years, her last position working as an analyst to the then-governor of New Mexico. Ideal Financial Advisors isn’t her first job in the investment arena; throughout college, she worked with an investment advisor, which ignited her interest in the field.

Juliana had the privilege of serving as a volunteer for the Contra Costa County Advisory Council on Aging for three years, where she contributed her expertise on health care and legislative issues facing the aging community.

Juliana graduated from the University of New Mexico with a bachelor’s degree in Economics and an MBA from Saint Mary’s College of California.

Juliana enjoys reading, yoga, classical music and travel – she’s been to 13 countries and counting.

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