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
    • FL
    • 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

          Vice President–Wealth Management

          Financial Advisor

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

              • Portfolio Manager
              131 S. Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212
              joseph.celes@ubs.com
              Joseph Celes
              131 S. Rodeo Drive,Beverly Hills,CA,90212

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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

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

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            UBS is a leading and truly global wealth manager

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