The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple at the shore

Brad Rutledge

Senior Vice President–Wealth Management

Brad Rutledge, Vice President-Investments, is a 28 year veteran of UBS Financial Services, Inc., formerly PaineWebber, Inc. As a Chartered Retirement Plans Counselor, Brad's practice works with clients who are accumulating for or are in the midst of transitioning from the work force to a stable, secure retirement lifestyle with the focus on making the process a comfortable, practical and emotionally satisfying experience. Brad has lived in the Walnut Creek area for over 40 years. He is married and has two grown sons.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • KS
  • MD
  • MI
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • B.S. Kinesiology - Life Sciences, UCLA

Credentials

  • Chartered Retirement Planning Counselor
  • Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0279

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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