$5+ trillion
In invested assets globally
As of 11/07/2023
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
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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager