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

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            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.

            A leader in wealth management

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            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

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            UBS is a leading and truly global wealth manager

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