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
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • OR
  • TX
  • WA
  • WI

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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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