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$7 trn
UBS Group invested assets
As of 12/31/2025
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Financial Advisor
Brad Shaffer is a Financial Advisor, Senior Vice President-Wealth Management, and a Senior Portfolio Manager with UBS Financial Services inc. 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 efficient opportunities, and estate planning strategies. 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.
California Insurance License #0A80488
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Brad Shaffer is a Financial Advisor, Senior Vice President-Wealth Management, and a Senior Portfolio Manager with UBS Financial Services inc. 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 efficient opportunities, and estate planning strategies. 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.
California Insurance License #0A80488
Education
Credentials
Lets connect
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
