At Cannon Rief Wealth Management, we recognize that increasingly complex and significant financial decisions magnify your need for personalized advice grounded in experience. Our team is dedicated to working with a select number of highly successful individuals, executives, entrepreneurs, companies and multigenerational families. The depth of our relationships shows in the trusted bonds we form.

Our focus is on taking exceptional care of you and your individualized needs with service and responsiveness that go beyond your expectations—bringing our expertise and highest-level thinking to all that you want to accomplish.

Personalized advice for who you are

We can tailor an integrated plan for managing and maintaining your wealth, based on a deep understanding of your particular needs.

Personalized advice for who you are

Multigenerational families

Multigenerational families

Entrepreneurs

Entrepreneurs

Corporate executives

Corporate executives

Managing wealth that spans generations requires a careful approach. Our team can open the door to specialized resources in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art collections. UBS Family Office Solutions brings the best of UBS expertise and insight to our clients—offering deep and far-reaching perspectives on your investments, businesses, passions and legacy goals.

When it’s time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale to reflect your goals. We can also help with tax aware guidance such as trusts and philanthropic vehicles that will serve your wealth preservation and legacy goals.

Our deep industry relationships mean we can give you access to key specialists in our business community network such as private equity and M&A.

When the time comes to transition out of corporate life, our team can provide sophisticated planning and tax strategies to help maximize the value of substantial compensation packages. We can help manage the risk of concentrated stock and address your cash flow and liquidity needs.

As you approach retirement and consider your options for philanthropic or charitable pursuits, we can help you make the transition with clarity and confidence.

Comprehensive wealth management

Our mission is to make your financial life run smoothly and effectively—whether that means organizing your financial life, guiding you through the sale of a business, transitioning from a corporate career, introducing you to new opportunities or exploring your philanthropic interests.

Advanced planning

Balance sheet management

Corporate services

Relationship management

You. Connected.

Private Wealth Management

As part of Private Wealth Management, we are able to connect you to firmwide experts, thought leaders and premier resources.

Your dedicated team

As a Private Wealth Management team, we are ideally positioned to offer you sophisticated advice and strategies that help simplify the complexity of your professional and personal lives.

  • Blair Cannon

    Blair Cannon

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • ID
    • IN
    • MA
    • MD
    • MT
    • NM
    • NY
    • OR
    • PA
    • SD
    • TX
    • WA
    • WY

    Drawing on his 19 years of broad and deep industry experience, Blair provides comprehensive wealth management and investment solutions to a select group of ultra high net worth entrepreneurs, corporate executives, families and foundations. As a dedicated Private Wealth Advisor, Blair makes use of the full resources of UBS platforms, global experience and thought leadership to assist his clients in attaining their most important goals. 

    Blair strongly believes in philanthropy and uses his near-boundless energy to improve the lives of at-risk youth through board of director roles in organizations such as the San Diego County YMCA, the Monarch School for children affected by homelessness, and the San Diego Human Trafficking Prevention Collective. He has raised more than $1 million for at-risk youth by swimming the Catalina Channel, circumnavigating Manhattan, and completing a world record-setting 228-mile relay swim from Santa Barbara to San Diego. An accomplished NCAA Division I swimmer, Blair is also a five-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, HI. He lives with his wife and two children in Solana Beach, CA

    • 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.

    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

    • Pepperdine University, M.B.A.
    • University of California, Irvine, B.A.
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Endowment & Foundation Consultant
    • Senior Portfolio Manager
    • Series 7 and 66 securities licenses
    12220 El Camino Real
    Suite 400
    San Diego, CA 92130
  • Dustin Rief

    Dustin Rief, CFP, CPWA, AWMA, APMA, CSRIC, CDFA, CEPA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IN
    • MA
    • MT
    • NM
    • NY
    • OR
    • PA
    • SD
    • TX
    • WA
    • WY

    A Private Wealth Advisor at UBS with more than 20 years of experience in the financial services industry, Dustin has a passion for excellence in wealth management. Working with a select group of ultra high net worth individuals, companies, entrepreneurs and executives, Dustin is able to deeply focus on each client’s unique priorities. His significant experience gives him insights into how best to optimize investment portfolios for present and legacy goals through customized plans and strategies to achieve present and legacy goals.

    By drawing on the vast global resources available at UBS, Dustin helps clients with a wide range of wealth planning needs, including cash flow management and lending; balance sheet optimization; insurance planning; income tax strategies; retirement planning advice; estate plan recommendations; charitable planning; and executive compensation advice.

    A resident of Rancho Santa Fe, CA, Dustin enjoys spending time with his wife and two children, while still making time for exercise and an occasional game of golf.

    “We take pride in creating comprehensive financial plans that coordinate investment portfolios with life goals to help ensure that short and long-term objectives are continually met.”

      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

      • University of California, Santa Barbara, B.A., business economics
      • Yale School of Management, Wealth Management Theory and Practice certificate
      • College for Financial Planning
      • Private Wealth Advisor
      12220 El Camino Real
      Suite 400
      San Diego, CA 92130
    • Rachel Taylor

      Rachel Taylor

      Team Administrator

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      • AZ
      • CA
      • CO
      • DE
      • FL
      • HI
      • ID
      • IN
      • MA
      • MT
      • NM
      • NY
      • OR
      • PA
      • SD
      • TX
      • WA
      • WY

      Rachel is the team’s lead support person and the primary contact for the daily needs of our clients. She collaborates with members of the team to enhance client relationships and helps to ensure that every day we are providing the highest level of service possible. Rachel leverages her extensive experience and knowledge of the securities industry to assist with the development and management of all business activities and initiatives.   

      Rachel joined the team at the end of 2018 and while new to the firm, she has significant experience in investment management and banking with earlier roles as diverse as product manager, wealth associate, and department manager of trading.

      Rachel holds FINRA Series 7 and 63 licenses. She attended the University of Oregon after being awarded a four-year Presidential Scholarship and graduated a member of the Phi Beta Kappa Honor Society for academic performance. 

      Passionate about the importance of early childhood education, Rachel spent the last decade teaching advanced reading and math as a volunteer at Skyline Elementary School. In her spare time, she enjoys traveling, skiing, running, and spending time with her son and two dogs. 

        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

            12220 El Camino Real
            Suite 400
            San Diego, CA 92130
          • Lauren Truman

            Lauren Truman

            Senior Client Associate

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            • AZ
            • CA
            • CO
            • DE
            • FL
            • HI
            • ID
            • IN
            • MA
            • MD
            • MT
            • NH
            • NM
            • NY
            • OR
            • PA
            • SD
            • TX
            • WA
            • WY

            Lauren is committed to helping clients define their financial goals and guiding them to solutions to achieve those goals. While new to UBS, she has significant experience in the wealth management industry, having worked in both investment management and banking. Lauren strives to be the first point of contact for clients when they have questions or concerns. She strives every day to create consistent and repeatable policies and procedures that enable her to address client inquiries quickly and efficiently.

            Lauren received her B.A. with Honors in Philosophy from the University of Cincinnati. She holds FINRA Series 7 and 66 licenses and a CRPC® designation. Lauren is also a California Notary.

            Lauren is passionate about serving as a community volunteer and actively participates in community outreach. At UBS she is a member of Women in Technology, All Bar None Americas Network, UBS Veterans Network and UBS PRIDE Americas. In her free time, Lauren enjoys trips to the San Diego Zoo and Sea World with her partner and daughter.

              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

                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                • Kim Guha

                  Kimberly Guha, CFP, CIMA

                  Vice President–Wealth Management

                  Financial Advisor

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                  • AR
                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • KY
                  • MD
                  • MI
                  • MO
                  • NC
                  • NM
                  • NV
                  • NY
                  • OH
                  • OR
                  • SC
                  • TX
                  • WA
                  • WI

                  Kim is a CPA® and CFP® who focuses on providing tax-aware investment solutions tailored to each family’s individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families and nonprofit organizations. She is also the President of a local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity.

                  Kim earned a B.A. in economics with an emphasis in accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management AdvisorSM. In her spare time she enjoys volunteering, running and practicing karate at a local studio in Encinitas.

                    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

                        12220 El Camino Real
                        Suite 400
                        San Diego, CA 92130

                      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