A legacy for generations

Brad Shaffer is a Senior Vice President of Investments and a Senior Portfolio Manager with UBS Financial Services in San Francisco. He specializes in Financial Planning and Wealth Management where he invests assets for high net worth individuals, families, and corporate executives.

His particular focus is dedicated to designing risk management techniques, tax deferral opportunities, and estate planning. He provides strategies for those clients owning significant assets, particularly concentrations of a single, publicly traded security. His services are tailored help to address detailed and complex financial and estate planning situations by providing a combination of short-term and long-term recommendations based upon his client's current situation, specific goals, and objectives. He is also able to help his clients identify alternative strategies in order to help them reach their specific goals.

Before joining UBS in 2008, Brad spent 24 years at Merrill Lynch in planning and managing both private and publicly traded companies. His background includes helping startup companies successfully grow and helping the executives of these companies harvest their wealth.

Brad is a Bay Area native and currently resides in Tiburon with his wife and two children. He is an alumnus of UCLA with a Bachelor's degree in Business Economics. In his personal time, Brad is a volunteer deputy sheriff aiding as a pilot, flying both helicopters and airplanes for the San Francisco County Sherriff's Department. He is also a racing enthusiast who competes nationally with the Sports Car Club of America racing both formula cars and 125cc shifter karts.