Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Bryan Duckett is the principal of Duckett Wealth Management in Irvine, CA, with 26 years of experience in the financial industry. He holds the Series 66 designation and previously worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm uses a long-term, diversified investment approach with model portfolios constructed through fundamental analysis, offering both discretionary and non-discretionary management as well as financial and estate planning services.