The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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Bruce Dieterlen, CFP

First Vice President–Wealth Management

Financial Advisor

Personal & Community

  • I am married and the proud father of 3 girls.

 

  • Insurance National Producer License #9908670
  • California Insurance License #0G92237
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IL
  • KS
  • MA
  • ME
  • MI
  • MO
  • NE
  • NJ
  • NM
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX

Education

  • M.B.A. Exchange Program, European Business School, Germany
  • B.B.A. Finance, The University of Texas at Austin
  • M.B.A. International Finance, Thunderbird, The American Graduate School of International Management

Credentials

  • CERTIFIED FINANCIAL PLANNER®
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0508

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Turn possibilities into a plan

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A leading global wealth manager

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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