Lasting relationships. For all that matters

Mountain climbers reaching the summit

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.

Co-workers

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.

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    Paul M. Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • DE
    • FL
    • GA
    • HI
    • ID
    • MI
    • NC
    • NV
    • NY
    • OR
    • TX
    • UT

          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
          paul.allen@ubs.com
          Paul M. Allen
          131 South Rodeo Drive,Beverly Hills,CA,90212
        • Joseph Celes Profile Picture

          Joseph Celes, AAMS, APMA

          Senior Vice President–Wealth Management

          Portfolio Manager

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • WA
          • WI

            • California Lutheran University, MBA Financial Planning
            • Portfolio Manager
            • Accredited Asset Management Specialist
            • Accredited Portfolio Management Advisor
            131 S. Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
            joseph.celes@ubs.com
            Joseph Celes, AAMS, APMA
            131 S. Rodeo Drive,Beverly Hills,CA,90212
          Three generations in apple orchard

          Turn possibilities into a plan

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          Mountain climbers on peak at sunrise

          A leading global wealth manager

          A new era of wealth is underway

          And this is your time to define success on your terms.

          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $7 trn

          UBS Group invested assets
          As of 12/31/2025

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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