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


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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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.

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


  • B.A. Business Economics, UCLA


  • Senior Portfolio Manager
  • Wealth Advisor

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

Legacy planning
Financial planning
Retirement planning
Custom portfolios
Asset allocation
Lending services
305 Lytton Ave
Palo Alto, CA 94301
  • (650) 289-7078

Email Me


Investment Management

Institutional consulting

Institutional consulting

Influence & Impact

Influence & Impact


2024 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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager