Experience

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.  

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.