Family. Wealth. For Generations.

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Starting as an unpaid intern in 1987, Clinton grew a business focused on fixed income investments.  In 1992 he was promoted to the position of Management Training Associate in New York and spent the next 12 years as a Branch Manager. 

In 2004 he decided to leave management and join his wife Cheryl, both working as full time advisors. They focus on your wealth so you can focus on the things that matter most to you. 

Today, Clinton works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth.  He understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, he has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.

Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Vice President - Investments
Financial Advisor

2007 - 2010: Smith Barney
Senior Vice President - Wealth Management
Senior Advisor, Citi Family Office

1987 - 2007: Morgan Stanley
First Vice President - Wealth Management
Financial Advisor

Licenses:
7, 8, 65, 63, 3, 15, and Annuity and Life Insurance

California Insurance License #0A76433

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Robert's career in finance began in 1990 with an opportunity to begin trading as a Market Maker on the floor of the Chicago Board Options Exchange.  After more than a decade of floor trading in Chicago and San Francisco, he started his UBS Wealth Management practice in 2007. 

The role of being a Financial Advisor to his clients is a role that Robert truly relishes.  He loves working with people who have entrusted him to assist them in their financial planning and fulfilling their financial goals.  He currently serves a diverse group of clients, whether they are business owners, retiring professionals, families in need of multi-generational assistance, or young people just starting their financial journey.  Every client and family has their own unique story – and it’s his job to understand their needs and give them smart, prudent guidance.

Robert holds a B.S. degree in Finance from the Marshall School of Business at the University of Southern California and has been a Certified Financial Planner (CFP) for over 13 years. 

Outside of finance, his family is his priority.  Robert and his wife Julie live in Laguna Beach, where they've raised their three wonderful daughters.  All three girls are working hard academically and athletically, with two playing collegiate water polo and the youngest on her way in the fall.  He loves to stay active with hiking, skiing and surfing, and prefers to do these with Julie and the girls.

Education and credentials

USC Bachelor of Science – Marshall School of Business1988
Series 7, 63 and, 65 securities licenses CA #0G05449
Certified Financial Planner since 2013

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As a Certified Financial Planner™ and Certified Exit Planning Advisor™ with over 20 years of experience in the securities industry, Cheryl brings a high level of expertise to the challenges faced by high net worth individuals and families. By guiding her clients through the complex planning process, Cheryl provides unique solutions throughout the wealth accumulation, distribution, and  and multi-generational planning process. Her work includes the tax efficient management and distribution of trust and retirement plan assets.  Cheryl understands how hard it can be for busy executives to manage their own finances with the same focus they bring to leading their companies. 

Today, Cheryl focuses on the needs of women, helping them feel empowered to take control of their financial destinies, especially through periods of transition such as divorce or widowhood. She takes the time to understand what is important to each client and then together with her team, brings thoughtful advice and strategies to help women realize the full potential of their wealth, accessing the insights of a dedicated group focused on serving women’s financial needs. Her clients have come to value her experience, understanding and personal attention to addressing their unique needs today, always with their long-term financial health in mind.

Cheryl and Clinton spend their time at their home in Mission Viejo. She enjoys hiking, traveling, and being creative. Her favorite activity is spending time with her two children, their families, and especially her three amazing young grandsons.

Education:
BA - Economics, University of California, Los Angeles, 1981

Professional Experience:
2010 - Present: UBS
Senior Wealth Strategy Associate

2007 - 2010: Smith Barney
Vice President - Wealth Management
Financial Advisor

2004 - 2007: Morgan Stanley
Vice President - Global Wealth Management
Financial Advisor

CERTIFIED FINANCIAL PLANNER®™

Licenses:
7, 66, 31, and Annuities and Life Insurance CA #0E72002

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor

With 37 years of experience in customer service, Carrie is passionate about providing exceptional support and ensuring customer satisfaction. Carrie thrives in fast-paced environment and is known for my problem-solving skills and ability to build rapport. She takes pride in the ability to meet and exceed customer needs by providing timely, effective, and empathetic support.

Carrie has been married to her husband Brian, for over 34 years and has 3 children, Heather, Kelby & Brandon. She also has 7 grandchildren that she loves and adores.  She enjoys spending time with family & friends. Carrie and her husband also like traveling, exploring new places and making new memories.

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Danny Koh is a seasoned financial professional with 9 years of experience in the industry. Holding both the Series 7 and Series 66 licenses, he brings a wealth of knowledge and expertise to his work. Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.

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For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.