You. Your life’s goals. Our commitment.

Broadleaf Wealth Management

You have dreams, a vision of the future that is uniquely yours. You also have questions and concerns about making the right decisions regarding your personal, business and the financial world of your family. You expect clear answers and solid guidance from your advisor.

As a multigenerational team, we pride ourselves on the candor and ease of communication that we develop with each generation of our clients. For more than five decades, we have been building trusted relationships that are supported by our core values:

  • Service. As your steady point of contact, count on us to be your “personal CFO” for all aspects of your financial life.
  • Integrity. We will always be straight with you. We will tell you what is possible, what is not and what we believe is right for you.
  • Experience. We are a “firm within the firm” at UBS. Our deep, collective experience is backed by one of the leading wealth managers in the world.
Woman business owner

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Zeiger

    Robert Zeiger

    Managing Director–Wealth Management

    Financial Advisor

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    Robert has 30+ years of industry and investment experience. Robert spent the last 11 years at J.P. Morgan and Bear Stearns as an Executive Director within the Private Client Group. Robert received a Bachelor of Science Degree in Business Administration from Florida State University.

    Prior to joining Bear Stearns, Robert founded a boutique investment banking firm located in Century City, California, where he served as CEO.  Robert was directly responsible for managing all aspects of the firms trading desk and ultimately sold the firm to return to focus on his passion of client services and managing wealth.

    Robert is an avid golfer and has played many of the most beautiful courses around the country.  Robert and his family are avid travelers.

    Robert lives in Santa Monica with his wife Lisa and two daughters Sarah and Hannah.

          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • David Tannenbaum

          David Tannenbaum

          Managing Director–Wealth Management

          Financial Advisor

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          David has 20+ years of industry and investment experience.  David spent his entire career  in the Private Client Group as a Managing Director at J. P. Morgan Securities and its predecessor firm, Bear Stearns, prior to joining UBS in 2015. David is a graduate of UCLA with a B.A. in English.

          David’s passion for design and entrepreneurial curiosity inspired him to re-invent the outdoor patio heater and co-found the award winning design company Kindle Living, a design company focused on outdoor living products. Kindle Living holds several global Utility and Design Patents with products on all 7 continents and in100+ countries.

          David is active in the community and serves as a Trustee and Board member of Crossroads School in Santa Monica, California .  David also serves as a Trustee of the Atlas Family Foundation whose mission is to address the early childhood population of 0 – 3, focused on prenatal care and early childhood development.

          David is a 3rd generation Angelino and lives in Pacific Palisades with his wife Allison and four children Jack, Ben, Caroline and Oliver.

                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
              • Edward Tannenbaum

                Edward Tannenbaum

                Managing Director–Wealth Management

                Financial Advisor

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                Eddie has spent 50 years in the securities and investment industry working with high net worth individuals and families starting his career at Bateman Eichler, Hill, Richards in 1972. Eddie was a Managing Director at J.P. Morgan

                Securities and its predecessor firm, Bear Stearns, for 33 years before joining UBS in 2015.

                Eddie received a Bachelor of Science Degree in Finance from the University  of Southern California. He served as an Ensign for two years, with the United States Navy, where he was assigned to the USS Fort Marion.

                Eddie is actively engaged at USC, most notably for being the founder of the legendary USC Mascot Traveler. For nearly 40 years Eddie has been responsible for the caretaking and travel of the six Travelers representing the school.  Eddie currently serves as the USC NROTC Alumni Treasurer.

                Eddie maintains an active relationship with the  Marshall School Business Program at USC.  Each year, Eddie is an active Mentor with new undergraduate students assigned to his leadership for the school year.  He focuses on introducing them to the business world outside USC, helping them navigate their future world in business.

                Eddie’s love of horses includes a stable of race horses that have won multiple derby and stake races. Eddie and his wife, Patti have four children and five grandchildren and live in Brentwood, California.

                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
                    • David Justman

                      David Justman

                      Managing Director–Wealth Management

                      Financial Advisor

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                      David has spent his entire career in the securities and investment industry, starting in 1976. David held positions as a broker and financial advisor to private clients at PaineWebber as well as CA-based investment banking and brokerage firm Bateman, Eichler, Hill, Richards. David was a Senior Managing Director at J.P. Morgan Securities and its predecessor firm, Bear Stearns, for 28 years, before joining UBS in 2015. 

                      As an active participant in the community, David sits on several boards. He is the former President of the Jewish Institute for National Security Affairs (JINSA), based in Washington, D.C.; a member of the Board of Directors of the Committee for Accuracy in Middle East Reporting in America (CAMERA), Los Angeles; and a member of the Advisory Board of Fuel for Truth in New York City. David has been an Adjunct Professor at UCLA teaching investments and finance for 25 years.

                      Since 2008, David has co-chaired an annual Holiday Appeal that has raised and distributed more than $1 million to wounded warriors and other deserving veteran families suffering economic hardships.

                      David and his wife Laura have two sons and one grandson.

                      • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                          1999 Avenue of the Stars
                          36th Floor
                          Los Angeles, CA 90067
                        • Rose Mary Faranal

                          Rose Faranal

                          Authorized Officer

                          Team Administrator

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                          Rose has more than 20 years of experience in the financial services industry. Following her graduation in 1992 from UC Riverside with a B.A. in Business/Economics, Rose worked for J.P. Morgan Securities and its predecessor Bear Stearns for 22 years before joining UBS in 2015.

                          To balance her corporate career, Rose is a certified Hatha Yoga teacher, marathon competitor, and avid hiker.

                                1999 Avenue of the Stars
                                36th Floor
                                Los Angeles, CA 90067
                              • Cynthia Jabr

                                Cynthia Jabr

                                Wealth Strategy Associate

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                                Cyndi has worked four years in the securities and investment industry. Prior to joining UBS in 2015, Cyndi worked at J.P. Morgan Securities and Merrill Lynch Private Bank. She achieved CFP® certification in  2016. Cyndi earned her Bachelor of Business Administration degree from the University of Texas at El Paso.

                                She moved to Los Angeles in 2011 and currently resides in the city with her husband.

                                      1999 Avenue of the Stars
                                      36th Floor
                                      Los Angeles, CA 90067

                                    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.

                                    multigen

                                    Multigenerational families

                                    entrepreneur

                                    Entrepreneurs

                                    corp exec

                                    Executives

                                    Broadleaf

                                    Service

                                    Broadleaf

                                    Integrity

                                    Broadleaf

                                    Experience

                                    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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