Senior Vice President–Wealth Management
Financial Advisor
A Southern California native, Phil has his Bachelor's Degree in Business with an emphasis in Securities and Investing from Cal State University Fullerton. He has 35+ years industry experience all the while with UBS Financial Services Inc. He is Series 4, 7, 8, 53, 63 and 65 licensed, and has been a Certified Financial Planner (CFP®) for most of his career. A former pilot, he flew missions and held offices for the Civil Air Patrol for many years. Sports, karaoke and a passion for US History, round out his professional life.
Senior Vice President–Wealth Management
Financial Advisor
A Southern California native, Phil has his Bachelor's Degree in Business with an emphasis in Securities and Investing from Cal State University Fullerton. He has 35+ years industry experience all the while with UBS Financial Services Inc. He is Series 4, 7, 8, 53, 63 and 65 licensed, and has been a Certified Financial Planner (CFP®) for most of his career. A former pilot, he flew missions and held offices for the Civil Air Patrol for many years. Sports, karaoke and a passion for US History, round out his professional life.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Client Associate
A Southern California native, Shawna has her Bachelor's degree from Cal State University Fullerton. She has 20 years of industry experience, all the while working for UBS Financial Services Inc, earning her the rank of Senior Registered Client Service Associate. Shawna is Series 7, 66, 9 and 10 licensed. Gardening, Hiking, a fondness for all things outdoors and family trips to the Colorado River with her husband and daughter, all help balance out her professional life.
Authorized Officer
Senior Client Associate
A Southern California native, Shawna has her Bachelor's degree from Cal State University Fullerton. She has 20 years of industry experience, all the while working for UBS Financial Services Inc, earning her the rank of Senior Registered Client Service Associate. Shawna is Series 7, 66, 9 and 10 licensed. Gardening, Hiking, a fondness for all things outdoors and family trips to the Colorado River with her husband and daughter, all help balance out her professional life.
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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