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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
