Your goals. Our comprehensive plan.

Three generations in the front yard

At Andreasen Gleeson Wealth Management Group, we understand the importance of planning for life’s goals. As a diverse multigenerational team of financial advisors, we provide comprehensive planning to generations of families and corporate executives.

For nearly two decades, we have been advising pre-retirees and retirees in the energy, technology and healthcare fields. We know corporate retirement plans inside out—and always provide our clients with advice to address their worries: Will I run out of money? How can I confidently maintain my quality of life in retirement? With deep experience in helping clients along the path to and through retirement, we get involved with the full range of retirement details that matter most, including corporate retirement plans, Medicare, long-term care, Social Security—and everything in between.

Beyond our commitment to retirement planning, we believe in a holistic approach to wealth management that covers all aspects of your financial life. Whether it’s transitioning assets to the next generation or advising on corporate stock strategies, we see the big picture and guide you through the complexities. With our access to the global resources of UBS, one of the world’s largest wealth managers, we offer you the firm’s global perspective and insights.

Clients count on us for our financial planning expertise and deep understanding of every aspect of retirement. Your financial goals drive everything we do.

- Andreasen Gleeson Wealth Management Group

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.

  • Peter Andreasen Profile Photo

    Peter Allen Andreasen, CFP, CRPC

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    Pete joined UBS in 1999 and focuses on retirement planning. He leverages his wealth management experience to provide financial planning strategies and investment analyses to individuals and businesses. Pete provides clarity and guidance when identifying opportunities that help clients establish and pursue their financial goals. Personalized service is essential to Pete's approach to investment planning, which he executes by following a five-step process that helps clients identify their financial needs and create a plan of action that addresses such needs.

    Pete served in the U.S. Navy for over 20 years, most of that time in the F-14 Tomcat community. He earned a B.S. in aeronautical engineering from the U.S. Naval Academy and a M.S. in electrical engineering from the Naval Postgraduate School. He also has an M.B.A. from Nova Southeastern University. Pete is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™. He also holds Series 7, 63 and 65 securities licenses.

    Pete and his wife, Steffenie, have two daughters, Amy and Abigail. Outside the office, Pete is actively involved with the Coronado Yacht Club and the USNA Alumni Association. His hobbies include sailing and golf.

    CA License #0C83565

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

    • U.S. Naval Academy, B.S. Aeronautical Engineering
    • Naval Postgraduate School, M.S. Electrical Engineering
    • Nova Southeastern University, M.B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    600 West Broadway
    Suite 2100
    San Diego, CA 92101
  • Candice Gleeson Profile Photo

    Candice Gleeson, CFP, CRPC

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • AK
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    • CA
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    Candice focuses on the development and maintenance of prudent investment strategies to help clients pursue their objectives. She has been offering a wide range of financial planning and portfolio management solutions to retirees, corporate executives and affluent families since joining UBS in 1995.

    By developing well-thought-out wealth management solutions, Candice can help lead her clients toward greater opportunities. Her disciplined process helps her clients define a vision of their future, making it possible for them to articulate concerns and hopes for their families or businesses. Candice takes a hands-on, holistic approach to wealth management that addresses her clients' current financial situation, interim goals and long-term investment strategies.

    Candice keeps her clients abreast of her market views and routinely shares investment insights with them. Clients can expect regular, face-to-face meetings to reexamine their overall strategy to make it current, timely and on target with their goals and objectives.

    As a Certified Financial Planner™ certificant, Candice develops comprehensive financial strategies for clients to use as a blueprint for pursuing their targeted goals. In addition, she is a Chartered Retirement Planning Counselor™, which enables her to focus on the pre and post-retirement needs of her clients. Candice is also a licensed life insurance and long-term care insurance agent and holds Series 7 and 63 securities licenses.

    Candice attended the University of Southern California in Los Angeles. She and her husband, Terrence, live in Point Loma with their golden retriever, Fergus. Candice enjoys supporting Canine Companions for Independence and the Alzheimer's Association.

    CA License #0D66944

    • Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • University of Southern California
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor℠
    600 West Broadway
    Suite 2100
    San Diego, CA 92101
  • Ryan Green Profile Photo

    Ryan Alexander Green, CFP, CRPC

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

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    • AK
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    • ME
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    • OH
    • OR
    • PA
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    For years, Ryan has been earning the trust of our clients with a unified approach to wealth management. He began his career with UBS in 2012 as an Intern, taking on roles as a Trade and Processing Specialist, Client Service Associate, and Wealth Strategy Associate before transitioning to his current position of Financial Advisor. 

    As a member of the Andreasen Gleeson Wealth Management Group, Ryan provides both individuals and families comprehensive wealth planning and asset allocation strategies. His broad experience in investment research, single stock concentration issues, as well as trust and estate planning allows him to fulfill his mission of being a strong source of information for clients throughout the many cycles of wealth management and financial planning. Ryan is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™. He holds Series 7 and 66 securities licenses, and is a notary public. He lives a very active lifestyle and enjoys weight lifting, golfing, sailing, and all things outdoors. 

    CA License #0K32235

      • University of California, San Diego, B.A. Economics, Minor in Business with Finance Emphasis
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      600 West Broadway
      Suite 2100
      San Diego, CA 92101
    • Christopher Schierhorn Profile Photo

      Christopher Joseph Schierhorn, CFP, CRPC

      Client Associate

      CERTIFIED FINANCIAL PLANNER™

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      • AK
      • CA

      Chris is a Registered Client Service Associate with Andreasen Gleeson Wealth Management in San Diego, CA. Chris holds his CPA and CFP(R) certifications, which he uses to help tailor financial planning solutions to address clients’ individual priorities. Prior to joining the team at UBS, he was an auditor at Hein and Associates, LLP in Dallas, Texas. Chris is originally from Alaska, and attended college at the University of Dallas where he received a B.A. in Business and a M.S. in Accounting, and was also a member of the UD baseball team. In his spare time he enjoys spending time with his wife, skiing, basketball, surfing and visiting family in Alaska.

      CA License #0M27774

        • University of Dallas, B.A. Business
        • University of Dallas, M.S. Accounting
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        600 West Broadway
        Suite 2100
        San Diego, CA 92101
      • Anehid Photo

        Anehid Ruiz

        Client Associate

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          Anehid began her career in financial services in 2014 with Bank of America and has since stayed in the industry. She works closely with the team and clients to ensure all client needs are met. Anehid is currently studying for her Series 7 and 66 licenses. She is originally from San Diego. In her time off, she loves to cook, spend time with her family and be out in the sun.

            • Southwestern College, Associates
              600 West Broadway
              Suite 2100
              San Diego, CA 92101
            Mother Daughter Planning

            A planning foundation

            Couple on boat

            Personalized client service

            A team approach

            A team approach

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager