Lasting relationships. For all that matters

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.

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Alan Tores, CFP

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..

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • TX
  • VA
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3632

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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