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$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Financial Advisor
Brian started in the financial services industry in 1999 and has extensive experience in helping affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University. In 2015 and 2016, he was named one of UBS' "Top 35 Under 35" Advisors in the nation. In his community, Brian is active with the Financial Planning Association and Junior Achievement.
Personal & Community
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Brian started in the financial services industry in 1999 and has extensive experience in helping affluent clients make smart financial decisions. He is primarily responsible for leading the group's planning and wealth management initiatives where he manages and protects the continued prosperity of a select group of business owners, successful professionals and their families. A member of UBS' Director's Council, he holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist designations. In addition, he earned his B.S. in Business Administration – Financial Services from San Diego State University. In 2015 and 2016, he was named one of UBS' "Top 35 Under 35" Advisors in the nation. In his community, Brian is active with the Financial Planning Association and Junior Achievement.
Personal & Community
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
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
