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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
California Insurance License #0B80107
Credentials
Lets connect
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.
California Insurance License #0B80107
Credentials
Lets connect
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
