Experience

Makes all the difference

Employing a comprehensive approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Paul M. Allen

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MI
  • NC
  • NV
  • NY
  • OR
  • TX
  • UT
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

paul.allen@ubs.com
Paul M. Allen
131 South Rodeo Drive,Beverly Hills,CA,90212

Joseph Celes, AAMS

Vice President–Wealth Management

Portfolio Manager

Registered States:
  • 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

Education

  • California Lutheran University, MBA Financial Planning

Credentials

  • Portfolio Manager
  • Accredited Asset Management Specialist
131 S. Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

joseph.celes@ubs.com
Joseph Celes, AAMS
131 S. Rodeo Drive,Beverly Hills,CA,90212