Insight-based advice

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ryan Belmer Profile Photo

    Ryan Belmer

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • HI
    • MI
    • MT
    • NM
    • NV
    • NY
    • OK
    • OR
    • TX
    • VA
    • WA

    Ryan has guided clients through numerous challenging market and economic conditions. The consistent factor through all of this was focusing on what is most important to each person and each family, making sure a plan is in place to help them meet their goals and helping them to achieve those goals in a meaningful and prudent manner. It's all about having a conversation and understanding each other.

    In addition to comprehensive financial planning, Ryan manages assets for local trusts, families and corporations throughout San Diego and nationwide. He has an extensive knowledge in a wide range of areas including Investment and Asset Allocation, Retirement Planning, Estate Planning, and Lending Solutions. Ryan's area of focus includes managing Equity, Fixed Income and Alternative Investment Portfolios.

    Ryan volunteers locally and is a board member of Meals On Wheels.

    He earned his Bachelor of Arts in Economics from San Diego State University. Ryan lives in Solana Beach, CA with his daughters Alexa and Kayla.


    California Insurance License #0C14946

        • Certified Exit Planning Advisor
        • Senior Portfolio Manager
        • Wealth Advisor
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
      • Kathleen Theresa Carre Profile Photo

        Kathleen Theresa Carre

        Authorized Officer

        Wealth Management Associate

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        • CA

        Kathleen is a Wealth Management Associate at UBS Financial Services who oversees the breadth and depth of the client service delivered by the team. She assists the team with the design of financial roadmaps and the implementation of investment strategies. She has a background in Financial Services Management and Compliance. She is involved in financial planning, including retirement, asset allocation and estate planning needs. Her focus is anticipating client needs and helping them feel they are always in touch with their financial well-being.

        Kathleen is a native of New York and studied Economics at the City University of New York, Queens College. She began her career on Wall Street in 1992 and moved to San Diego in 2002. Kathleen and her husband Lee reside in Carmel Valley, CA.


        California Insurance License #0M96380

              12220 El Camino Real
              Suite 400
              San Diego, CA 92130

            Focus on liquidity management

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