Let's move forward. Together.

Brenner Wealth Management Group

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.

Three generations on beach

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Mark Brenner

    Mark Brenner, CIMC

    Senior Vice President–Wealth Management

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • SC
    • SD
    • TX
    • UT
    • VA
    • WA

    Mark is Senior Vice President - Wealth Management and (Portfolio Manager) at UBS. With over 30 years of experience, Mark is dedicated to providing clients with the finest individually-tailored approach to wealth management. At the heart of Mark's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service. Mark takes a personal role in following through for clients to help make sure their needs are always handled with the highest degree of professional attention, and that strategies are accurately implemented.

    CA Insurance License #: 0A22698

    Mark received a Bachelor's degree from Westminster College in Aerospace Aviation and holds the designation of Certified Investment Management ConsultantSM, CIMC®. Outside of the office, Mark has a strong passion for skiing, road biking, and hiking. He participated as a competitive skier for eight years. He was also a member of the University of Utah ski team and raced on the Canadian American National Ski Circuit. Mark is an active member of his community with his wife, Michelle and two children, Sam and Paige.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Westminster College, Bachelor's degree in Aerospace Aviation
    • Certified Investment Management Consultant
    222 East Carrillo Street
    Suite 106
    Santa Barbara, CA 93101
  • Kip Paulson

    Kip Paulson, CFA, CPWA

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • MA
    • MD
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Kip is a Financial Advisor and Portfolio Manager with the Brenner Wealth Management Group at UBS. Previously he was a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch, where he joined the Brenner team in February 2018. He has 19 years of financial services experience, including 10 years as a sell-side equity research analyst covering tech & media stocks in New York, most recently as SVP and Senior Analyst for internet & digital media names at Cantor Fitzgerald. He started his career as a public accountant and valuation consultant in the Bay Area at Deloitte, and he holds CFA, CPWA®, and CPA (inactive) professional designations.

    Kip graduated magna cum laude, with election to Phi Beta Kappa, from U.C. Santa Barbara with a B.A. in Business Economics and Philosophy. He was born and raised in San Jose, and now lives in Santa Barbara with his wife and two daughters.

    *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA® Institute.

    CA Insurance License #0M49258

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • U.C. Santa Barbara, B.A. in Business Economics and Philosophy
    • Chartered Financial Analyst®
    • CPWA®
    222 East Carrillo Street
    Suite 106
    Santa Barbara, CA 93101
  • Shawn Hill

    Shawn Hill, CFP

    Senior Wealth Strategy Associate

    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VT
    • WA
    • WI

    Shawn is a Senior Wealth Strategist with the Brenner Wealth Management Group at UBS. He’s been on the Brenner team for over 14 years, most recently as a Registered Senior Wealth Management Client Associate at Merrill Lynch. He holds the Certified Financial Planner® designation, as well as Series 7 and 66 FINRA registrations. Shawn is primarily focused on developing and delivering tailored financial plans to clients. This allows him to help coordinate and simplify clients income sources and expense needs to help meet their lifestyle goals. He is also involved in portfolio management and construction of client portfolios. He graduated from San Diego State University in 2006 with a B.S. in Financial Services and a minor in Economics. Shawn played competitive golf while attending San Marcos High School.

      • San Diego State University, B.S. in Financial Services and a minor in Economics
      • CERTIFIED FINANCIAL PLANNER™
      222 East Carrillo Street
      Suite 106
      Santa Barbara, CA 93101
    • Nathan Cha

      Nathan Cha

      Client Associate

      • image
      • image
      • AK
      • AZ
      • CA
      • CO
      • DE
      • FL
      • ID
      • IL
      • MD
      • MN
      • MO
      • MT
      • NC
      • NH
      • NJ
      • NY
      • OK
      • OR
      • SC
      • SD
      • TX
      • UT
      • VT
      • WA

      Nathan is a Registered Client Service Associate with the Brenner Wealth Management Group at UBS. He was previously a Registered Wealth Management Client Associate at Merrill Lynch, after joining the Brenner team in March 2018. Nathan is actively engaged in all levels of client service, technology enablement, and other administrative/day-to-day operations for the team. He holds Series 7 and 66 FINRA licenses. He graduated from Westmont College in May 2018 with a B.A. in Economics and Business, and was a member of the economics honor society, Omicron Delta Epsilon.

        • Westmont College, B.A. in Economics and Business
          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101

        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