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 over 45 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.
California Insurance License #0A34387
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 over 45 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.
California Insurance License #0A34387
Senior Vice President–Wealth Management
Financial Advisor
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Let's connect
First Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Client Associate
Authorized Officer
Senior Client Associate
Client Associate
Veronica has been in the financial services industry for over 20 years and has been a Client Service Associate at UBS financial Services Inc. for the last 18 years. She takes pride in developing relationships and providing a high level of customer service to clients. Over the years, hundreds of retirees have relied on Veronica to help them with the rollover process, setting up monthly withdrawals, etc. Veronica is a mother of two sons, Jaden and Ethan. She loves spending quality family time with them and is actively involved in volunteering with their sport programs.
Client Associate
Veronica has been in the financial services industry for over 20 years and has been a Client Service Associate at UBS financial Services Inc. for the last 18 years. She takes pride in developing relationships and providing a high level of customer service to clients. Over the years, hundreds of retirees have relied on Veronica to help them with the rollover process, setting up monthly withdrawals, etc. Veronica is a mother of two sons, Jaden and Ethan. She loves spending quality family time with them and is actively involved in volunteering with their sport programs.
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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