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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Anthony serves the financial needs of his clients through the UBS Financial Services office in Sacramento. He joined UBS in 2009 after 12 years at Wachovia Securities and a prior tenure at Franklin Templeton Investments.
With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning and wealth preservation. He believes that active communication is the key to a successful long term relationship. Anthony continually and regularly reviews each client’s strategy in the context of their overall wealth management plan, a process driven by systematic client contact. He also communicates with his clients’ other trusted advisors, including their CPAs and Estate Attorneys.
Anthony is FINRA-registered and holds Series 7 and 65 securities licenses as well as California Life Insurance license. He has earned the UBS Wealth Advisor designation, Certified Financial Planner™ certification (CFP®), CIMA® designation from the Wharton School at the University of Pennsylvania, and a degree in business administration from California State University, Sacramento. He grew up in Northern California and currently lives in Sacramento with his wife Violet and their two boys, Austin and Riley. Anthony is an avid runner and enjoys baseball, hiking and gardening.
Education
Credentials
Senior Vice President–Wealth Management
Anthony serves the financial needs of his clients through the UBS Financial Services office in Sacramento. He joined UBS in 2009 after 12 years at Wachovia Securities and a prior tenure at Franklin Templeton Investments.
With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning and wealth preservation. He believes that active communication is the key to a successful long term relationship. Anthony continually and regularly reviews each client’s strategy in the context of their overall wealth management plan, a process driven by systematic client contact. He also communicates with his clients’ other trusted advisors, including their CPAs and Estate Attorneys.
Anthony is FINRA-registered and holds Series 7 and 65 securities licenses as well as California Life Insurance license. He has earned the UBS Wealth Advisor designation, Certified Financial Planner™ certification (CFP®), CIMA® designation from the Wharton School at the University of Pennsylvania, and a degree in business administration from California State University, Sacramento. He grew up in Northern California and currently lives in Sacramento with his wife Violet and their two boys, Austin and Riley. Anthony is an avid runner and enjoys baseball, hiking and gardening.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
