Insight-based advice

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.

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Brian Young, CFP, CRPS

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

  • Brian enjoys playing golf and tennis in his free time.
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in 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. Financial Services, San Diego State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist
12220 El Camino Real
Suite 400
San Diego, CA 92130
  • (858) 947-7132

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The Year Ahead - Sustainable Investing

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.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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