The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Road

Barry L. Pinsky, CFP, ChFC, CLU

First Vice President–Wealth Management

Barry Pinsky is a Certified Financial Planner certificant, a Chartered Financial Consultant, and a Chartered Life Underwriter. A native of Southern California, he attended UC Santa Cruz & earned his PhD in Chemistry from UC Berkeley. He began his career in the financial services industry in 1997, & has served as a guest columnist for the LA Business Journal, SF Valley division, the Daily News, California CPA Magazine, Valley Lawyer Magazine, and the National Jewish News. Barry and Linda are the proud parents of 4 sons, 4 daughters-in-law, and a growing collection of charming grandchildren. He is a past president of Shaarey Zedek Congregation, a member of the Executives support group for the Jewish Home for the Aging, a member of the California Society of CPAs, and a member of the San Fernando Valley Bar Association. Barry is especially pleased to have been selected by the San Fernando Valley Business Journal as a Trusted Advisor in Wealth Management in 2014.

Personal & Community

  • Past President - Shaarey Zedek Congregation, North Hollywood, CA
  • Past Board Member - The Executives Support Organization, Jewish Home for the Aging
  • Member - California Society of Certified Public Accountants
  • Member - San Fernando Valley Bar Association
Registered States:
  • AZ
  • CA
  • CO
  • GA
  • ID
  • LA
  • MD
  • NC
  • NJ
  • NV
  • OR
  • TX
  • WA

Education

  • PhD, University of California, Berkeley
  • BA, University of California, Santa Cruz

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Chartered Life Underwriter®
15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403
  • (818) 377-8823

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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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