Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Bradley Mitchell

First Vice President–Wealth Management


Personal & Community

  • Arbitrator, National Association of Securities Dealers

Bradley Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #0730941).

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • IA
  • ID
  • NC
  • NH
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

Education

  • California State University, Chico

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
  • Agent License #0730941
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7237

Email Me

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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