A plan for today, tomorrow and generations to come

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy? How you manage your wealth has far-reaching effects. We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

Helix bridge

Andrew Le, CFP

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™

With over 20 years of experience navigating three significant market cycles, Andrew brings a breadth of planning and investment knowledge to a constantly changing financial services landscape. As part of UBS Private Wealth Management, an elite division within the firm, Andrew delivers a consistent, proactive and meaningful experience. Specifically, he focuses on comprehensive planning, tax-aware portfolios, estate planning strategies and corporate services.

Andrew leads the Legacy Partners Wealth Management practice. A member of a team that has been together for more than 35 years, Andrew is dedicated to building long-term relationships with multiple generations. The team’s longevity is a testament to their dedication, culture and focus on finding the right solutions for each client’s unique situation. They integrate the intellectual capital and global resources of UBS with the high-touch service and intimacy of a boutique investment firm.

Understanding each client’s goals, Andrew prides himself on combining honesty, integrity and a strong work ethic with analytical, thorough, comprehensive and strategic planning. His philosophy is to “invest with intent”—to align his clients’ investments and resources to their values while being efficient in optimizing return around risk, fees and taxes.

Agent License # 0C38650

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Business Economics, UCLA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Investing
Financial planning
Retirement planning
Philanthropy
Custom portfolios
Asset allocation
Lending services
64 Willow Place
Suite 200
Menlo Park, CA 94025
  • (650) 289-7078

Email Me

investments

Investment Management

Institutional consulting

Institutional consulting

Influence & Impact

Influence & Impact

2022 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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

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