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$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
As a CERTIFIED FINANCIAL PLANNER, Alan works with clients to assist them with estate planning, retirement planning, investments, insurance, and tax planning. In addition to his career, Alan is actively involved in the community. He was a baseball coach for Thousand Oaks Little League, and a softball coach for both TOGSA and WAGS. He has served on the Yarrow Family YMCA Board of directors and participated with both of his kids in their Adventure Guides program. In his free time, he enjoys playing pickleball, racquetball, mountain bike riding, and following the Syracuse sports teams where his son now attends college. Alan and his wife Kathy, live in Thousand Oaks with their two children..
Credentials
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Senior Vice President–Wealth Management
As a CERTIFIED FINANCIAL PLANNER, Alan works with clients to assist them with estate planning, retirement planning, investments, insurance, and tax planning. In addition to his career, Alan is actively involved in the community. He was a baseball coach for Thousand Oaks Little League, and a softball coach for both TOGSA and WAGS. He has served on the Yarrow Family YMCA Board of directors and participated with both of his kids in their Adventure Guides program. In his free time, he enjoys playing pickleball, racquetball, mountain bike riding, and following the Syracuse sports teams where his son now attends college. Alan and his wife Kathy, live in Thousand Oaks with their two children..
Credentials
Lets connect
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
