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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
