Lasting relationships. For all that matters

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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.

  • Eric Susantio Profile Photo

    Eric Susantio

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • ME
    • MO
    • NV
    • NY
    • OR
    • TN
    • TX
    • VA
    • WA

    CA Insurance License #0H48103

    • Forbes Best-in-State Wealth Advisors, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • Senior Portfolio Manager
      355 Santana Row
      Suite 2050
      San Jose, CA 95128
      eric.susantio@ubs.com
      Eric Susantio
      355 Santana Row,San Jose,CA,95128
    Three generations in apple orchard

    Turn possibilities into a plan

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    A leading global wealth manager

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    UBS Wealth Way

    Wealth from your point of view

    An approach that works for your entire financial life
    Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

    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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