Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert P. Bob Allen Profile Picture

    Robert Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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        • Certified Investment Management Analyst®
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
        robertp.allen@ubs.com
        Robert Allen
        888 San Clemente Drive,Newport Beach,CA,92660
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        Sherilee "Sheri" Woodhams

        Client Associate

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        • CA

              515 South Flower Street
              Suite 5000
              Los Angeles, CA 90071
              sherilee.woodhams@ubs.com
              Sherilee "Sheri" Woodhams
              515 South Flower Street,Los Angeles,CA,90071
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            The first 100 days

            Is your portfolio ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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