Your goals. Our comprehensive plan.

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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.
• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• 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℠

• AK
• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• IL
• KY
• MD
• MI
• MN
• MO
• MT
• NC
• NE
• NM
• NV
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA

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 Wealth Management Teams, 2023The 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.
• 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℠

• AK
• AR
• AZ
• CA
• CO
• FL
• GA
• HI
• ID
• IL
• KS
• KY
• MD
• ME
• MI
• MN
• MO
• MT
• NC
• NE
• NM
• NV
• OH
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA

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

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• University of California, San Diego, B.A. Economics, Minor in Business with Finance Emphasis

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor℠

• 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℠

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