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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Education
Credentials
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
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
