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
    • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        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

        First Vice President–Wealth Management

        Portfolio Manager

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • ID
        • MA
        • ME
        • MI
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • WA
        • WI
        • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

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      Texas flood relief

      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.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $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

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