Let's move forward. Together.

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.

Brett Erika 2021

Brett Tank

Senior Vice President–Wealth Management

Financial Advisor

Prior to joining UBS in March of 2001, I spent more than 16 years working in the agricultural industry. As a Wealth Advisor I primarily service high net worth clients and families, including small business owners, ranchers, farmers, veterinarians, and oral surgeons. Using my experience and knowledge of wealth management planning, I create personalized strategies to help my clients pursue their financial goals.

I am a graduate of the University of California at Davis where I earned my Bachelor of Science in agricultural and managerial economics. I subsequently obtained my Series 3,7, and 66 securities licenses as well as life, long term care, and variable annuity insurance licenses. I have also been awarded the CERTIFIED FINANCIAL PLANNER™ certification.

Away from work I spend time volunteering for the Sacramento County Fair. As well, I currently serve as a board member with the Davis Alpha Gamma Rho Alumni Association, the California State Fair Ag Advisory Council, and I am a member of the Sacramento County Farm Bureau.

I am also a PADI certified rescue diver, and I exercise regularly in order to participate in obstacle course races throughout the Western United States. Encouraged by my wife Julie, I started donating blood in 1989 and was later motivated to switch to platelets and plasma and have made more than 600 donations to date.

Julie and I currently live in Elk Grove, CA when not visiting our kids.

Personal & Community

  • Board Member of the Davis Alpha Gamma Rho Alumni Association
  • Board Member of the California State Fair Ag Advisory Council
  • Board Member of the Sacramento County Fair Foundation

 

CA Agent License # 0D35855

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • KS
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

Education

  • B.S. Agricultural & Managerial Economics, University of California at Davis

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7283

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Retirement planning

Wealth, from your point of view

Your life, wealth and future

Your life, wealth and future

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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