Let's move forward. Together.

Ceder-Cain Group

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.

Adult couple on cell phone

  • Carl Ceder

    Carl V. Ceder

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • KS
    • KY
    • MA
    • MD
    • MT
    • NC
    • NJ
    • NY
    • PA
    • TX
    • UT
    • VA
    • WA

    Carl has over 30 years of experience advising high net worth clients and providing customized financial strategies utilizing a core/satellite approach to portfolio management. He takes great pride in delivering personalized attention and seasoned perspectives to each client. His focus is on serving the complex needs of families. He advises on the asset allocation, portfolio management and alternative investments, including private equity, and liquid alternatives. Carl is well versed in family dynamics and wealth transfer issues. As a result he is able to customize wealth management strategies based on a clear understanding of each unique circumstance, concern and aspiration. Carl and his team deliver the intimacy and personal service of a boutique along with the vast resources of one of the world’s most prestigious wealth management firms.

    Carl received his B.A. in News and Editorial Journalism from the University of Kansas at Lawrence. He is a member of the Beverly Hills Bar Association, California Society of CPAs, National Planned Giving Roundtable and MOCA. He enjoys golf, hiking and world history. Carl and his wife Betsy live in Toluca Lake with their son Riley.

          15260 Ventura Blvd
          Suite 1800
          Sherman Oaks, CA 91403
          carl.ceder@ubs.com
          Carl V. Ceder
          15260 Ventura Blvd,Sherman Oaks,CA,91403
        • Rachel Cain

          Rachel T. Cain

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AZ
          • CA
          • CT
          • DE
          • FL
          • ID
          • KS
          • KY
          • MA
          • MT
          • NJ
          • NY
          • PA
          • TX
          • UT
          • VA
          • WA

          Prior to her arrival at UBS, Rachel was with Merrill Lynch Wealth Management for over 20 years. During the 20 years (her time in financial services) she has worked with dozens of clients, their families including next generations - educating, customizing, advising on wealth management, estate planning strategies, long term care insurance and life insurance, asset allocation, investment and risk management. Her mission is to provide her clients with the best path to wealth accumulation, retention and transfer of assets by creating and implementing strategies that are tailored to their unique goals. She is driven to provide her clients with uncluttered, professional advise that enhances their quality of life and leads to sustained and actionable solutions. She believes the team delivers something rare and valuable - in depth risk management, resulting in solutions based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. She also has experience helping clients with access to commercial banking and financing strategies from Bank of America, N.A., managing concentrated stock positions and dealing with the challenges of important transition events like retirement, divorce, inheritance or the sale of a business. In addition, she works with clients’ attorneys, accountants and other advisors on issues such as estate and tax needs.

          Rachel is an experienced mountain climber and hiker and enjoys playing tennis, rock climbing and participating in triathlons. She received her B.A. in International Relations and Russian Studies from Lehigh University and her MBA from the McDonough School of Business at Georgetown University. Rachel and her husband Phil reside in Agoura Hills with their 2 sons, Blake and Grant.

              • Chartered Retirement Planning Counselor
              3011 Townsgate Road
              Suite 300
              Westlake Village , CA 91361
              rachel.cain@ubs.com
              Rachel T. Cain
              3011 Townsgate Road,Westlake Village ,CA,91361

            Why does A.I. in space matter?

            Outlook on interest rates

            Tree

            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights