Wealth advice for your life's goals

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.

Artist building frame

Cameron Beck

Managing Director

Cameron has helped individual investors prepare for their financial futures since 1988. He analyzes individual and business financial situations to help investors pursue their short-, and long-term goals. Cameron holds a B.S. in business administration with an emphasis in marketing from California State University, Chico, and also attended the University of Massachusetts, Boston. Cameron was a member of the board of directors for the National Multiple Sclerosis Society’s Mountain Valley Chapter, an instructor at the UC Davis Extension, a business and finance commentator for ABC/CBS–KOVR and the Treasurer for Ducks Unlimited’s River City Chapter. Cameron holds Series 7 and 63 securities licenses, as well as life and health insurance licenses.

Personal & Community

  • ABC / CBS - KOVR 13 Business & Finance Commentator, 1992 - 2006
  • Board Member, National Multiple Sclerosis Society, Mountain Valley Chapter, 1993 - 1995
  • Treasurer, Ducks Unlimited, River City Chapter, 1990 - 2002
  • Instructor, UC Davis Extension, 1995 - 1998
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • OK
  • OR
  • PA
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

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


  • B.S. Business Administration, California State University, Chico


  • Senior Portfolio Manager
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7266

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UBS and Credit Suisse—stronger than ever

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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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager