CONNECT WITH WELLNESS
Contact Us
Video, Phone, or In-Person Meetings
We love our clients, so contact us during normal business hours!
Wellness Financial Solutions ®
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
Licensed 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 our community members achieve their financial goals. Focusing on real people, individuals, families, and small businesses--because they are the heartbeat of every community. Their lived experiences, challenges, and strengths shape the neighborhoods we live in, and I am here to support their actual needs with compassion, clarity, and practical tools that work. Our programs are designed with an understanding that stress, trauma, and generational patterns significantly influence financial behaviors. 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 information.
Financial Health Begins with Wellness®
At Wellness Financial, we have made it our mission to give support to our community members and others who need help with their finances. We meet participants exactly where they are—without judgment or assumptions. Through clear instruction, supportive guidance, and real‑world application, we empower individuals to make informed financial decisions that align with their goals and values. I want to be the 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.