How can you pursue what matters most?

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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Alexander P. Velto

Senior Vice President–Wealth Management

Financial Advisor

Alex began his career in 1979 with E.F. Hutton and remained with the firm for over thirty years through numerous mergers. In January of 2013 he came to UBS Financial Services to provide clients with a more prepared future. Alex creates customized retirement and financial plans that are molded to match the specific needs of his clients. With his quality service and care-driven attitude, Alex is committed to maintaining long-term relationships, by offering his years of experience and breadth of knowledge. While time and relationships progress, Alex's objective to keep his clients current and protected remains constant.

Alex graduated from the California Polytechnic University of Pomona with a Bachelor's Degree in Business Administration. His credentials and years in the industry have allowed him to design exceptional strategies to fit the needs of different circumstances. This has led to him achieving the title of Senior Vice President Wealth Management.

Alex now resides in Upland, California with his wife, Della, children, and grandchildren close by. Approximately every six weeks Alex travels to Maui, Hawaii to take face to face meetings with his clients there. He enjoys playing golf, racquetball, and travelling.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Business Administration, California Polytechnic University of Pomona
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5461

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Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

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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