Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Bhadresh J. Shah

Senior Vice President–Wealth Management

Financial Advisor

Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”.


Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.


Bhadresh earned Bachelor’s degree in Mathematics and Master’s degree in Business Administration from India, and a Master’s degree in Finance from the University of Alabama. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™. He also holds the Certified Exit Planning Advisor (CEPA®) designation and is the member of The Exit Planning Institute™.


Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood. Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.

Bhadresh holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0720558.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • MA
  • MD
  • NC
  • ND
  • NJ
  • NV
  • NY
  • OH
  • PA
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA
  • WY

Education

  • B.S. (Mathematics), Gujarat University, India
  • MBA (Finance), South Gujarat University, India
  • M.A. (Finance), University of Alabama

Credentials

  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Custom portfolios
Asset allocation
Alternative investments
Structured products
Entrepreneurs
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8205

Email Me

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.

  • Bhadresh

    Bhadresh Shah

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • FL
    • GA
    • MA
    • MD
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OH
    • PA
    • TN
    • TX
    • UT
    • VA
    • VI
    • WA
    • WY

    Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”. 

    Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.

    Bhadresh earned Bachelor’s degree in Mathematics and Master’s degree in Business Administration from India, and a Master’s degree in Finance from the University of Alabama. He holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute™. He also holds the Certified Exit Planning Advisor (CEPA®) designation and is the member of The Exit Planning Institute™.

     Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood.  Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.  

      • Gujarat University, India, B.S. (Mathematics)
      • South Gujarat University, India, MBA (Finance)
      • University of Alabama, M.A. (Finance)
      • Certified Investment Management Analyst®
      Exit planning
      Asset allocation
      Alternative investments
      Structured products
      Entrepreneurs
      Custom portfolios
      251 South Lake Avenue
      10th Floor
      Pasadena, CA 91101
    • Rebecca Park

      Rebecca Park

      Senior Client Associate

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      • CA

      Rebecca joined UBS Financial Services in 2017. She began her career in the financial industry in 2004 at Standard Chartered Bank in Seoul, Korea. She then moved to Toronto, Canada where she worked for RBC Investor & Treasury Services. She relocated to California in 2013. Rebecca is dedicated to delivering the highest level of service to clients and maintaining excellent client relationships.

      Rebecca is FINRA-registered and holds her Series 7 and 66 licenses. She enjoys spending time with her husband and children.

            251 South Lake Avenue
            10th Floor
            Pasadena, CA 91101

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