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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Al joined the financial services industry in 1967 and is a graduate of California State University, Long Beach. Al's prior experience as a branch manager gives him special insight in strategic planning and implementation. Our clients include pre-retirement and retired couples, small business owners and their families, and non profit foundations. Al is an active supporter of numerous charities in the Long Beach area. Al enjoys golfing and sporting clays. Al lives in Long Beach with his wife Judy and daughter Lisa.
Education
Senior Vice President–Wealth Management
Financial Advisor
Al joined the financial services industry in 1967 and is a graduate of California State University, Long Beach. Al's prior experience as a branch manager gives him special insight in strategic planning and implementation. Our clients include pre-retirement and retired couples, small business owners and their families, and non profit foundations. Al is an active supporter of numerous charities in the Long Beach area. Al enjoys golfing and sporting clays. Al lives in Long Beach with his wife Judy and daughter Lisa.
Education
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.
$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
