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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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.
Education
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.
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
