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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
Retirement Plan Consultant
My industry expertise began with fascination and passion at an early age much like an old world cobbler learns while being an apprentice. Coupling natural skills with learned experiences for the single quest to help others precipitates pride and contentment in my daily affairs. I am fortunate to be able to work in an ever changing industry that is exciting , challenging and never the same. I would love nothing more than an opportunity to serve you.
My social contract with the world allows me give back. My most effective contributions come in the form of helping others learn to help themselves, and enriching the community through the arts.
I received my MBA from Tulane University as well as a Personal Financial Planning Certificate from U.C. Irvine.
Ca Insurance License #OC32018
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Retirement Plan Consultant
My industry expertise began with fascination and passion at an early age much like an old world cobbler learns while being an apprentice. Coupling natural skills with learned experiences for the single quest to help others precipitates pride and contentment in my daily affairs. I am fortunate to be able to work in an ever changing industry that is exciting , challenging and never the same. I would love nothing more than an opportunity to serve you.
My social contract with the world allows me give back. My most effective contributions come in the form of helping others learn to help themselves, and enriching the community through the arts.
I received my MBA from Tulane University as well as a Personal Financial Planning Certificate from U.C. Irvine.
Ca Insurance License #OC32018
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
