David Juliano

Senior Advanced Planning Consultant

Advanced Planning, Commonwealth Financial Network®

  • Acts as resource for advisors on issues involving executive benefits, business, insurance, tax, estate, and charitable planning
  • Focuses on financial planning software and executive benefit planning, including stock option planning
  • BS Business Administration, St. Michael’s College
  • Prior experience working for an executive benefits firm and has a deep knowledge of deferred compensation and split-dollar plans in both the banking and the nonprofit environment