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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
