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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Anthony emphasizes a comprehensive approach to portfolio management by focusing on retirement planning, asset allocation, income distribution, and wealth preservation. He believes that active communication and transparency are the keys to a successful long term relationship. Anthony systematically reviews each client’s strategy in the context of their overall wealth management plan, a process driven by regular 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 a degree in Business Administration from California State University, Sacramento. He has earned the designation of Certified Financial Planner™ (CFP®) and the esteemed designation of Certified Investment Management Analyst (CIMA®). He grew up in Northern California and currently lives in Sacramento with his wife Violet (local kindergarten teacher) and their two high school aged boys, Austin and Riley. Anthony is an avid runner and skier. He enjoys baseball and the many activities his boys participate in.
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.
Anthony emphasizes a comprehensive approach to portfolio management by focusing on retirement planning, asset allocation, income distribution, and wealth preservation. He believes that active communication and transparency are the keys to a successful long term relationship. Anthony systematically reviews each client’s strategy in the context of their overall wealth management plan, a process driven by regular 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 a degree in Business Administration from California State University, Sacramento. He has earned the designation of Certified Financial Planner™ (CFP®) and the esteemed designation of Certified Investment Management Analyst (CIMA®). He grew up in Northern California and currently lives in Sacramento with his wife Violet (local kindergarten teacher) and their two high school aged boys, Austin and Riley. Anthony is an avid runner and skier. He enjoys baseball and the many activities his boys participate in.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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