One commitment. All of UBS.

Meeting in a office

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Chris Inglis , CEPA, CFP

    Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • ID
    • MI
    • NH
    • NV
    • OR
    • VA
    • WA

    "I saw a need for personal financial planning so I became Certified Financial Planner decades ago. I saw folks attempting to retire by selling their small businesses and how difficult it was and recognized now that we are entering a period of small business families trying to monetize their life's work by selling their privately held business. This pushed me to obtain my CEPA designation. As a CEPA, I belong to a multi-disciplinary network of high caliber, collaborative group of advisors in our area and across the globe, inside and outside of UBS."

    A graduate of UC Davis, Chris entered the financial industry as a bond trader for Paine Webber in January of 1981 before becoming a career financial advisor in late 1982. His wife, Carolyn and he are active in the community with Habitat for Humanity as well as having a close relationship with Second Harvest Food Bank. He also lends his musical talents to local music organizations and plays with his kids and grandkids. Chris and Carolyn are both multi-generation natives of the Peninsula, Bay Area and California. They enjoy swimming, skiing and relaxing at their other home in Lake County. Chris has been at UBS since 2007.

    Chris is a former TV actor best known for voicing Charlie Brown for the Peanuts franchise. As a UC Davis soccer alumni, Chris remains active and connected with the men's soccer program as well as being a speaker for EVO, the group that assists and councils Aggie athletes on transitioning from college to the business world.

    Chris' decades of experience have allowed him to guide his clientele through the many ups and downs of the financial markets and the economy. If you are a private business owner and have some concerns about retirement, or would just like to consult with us, please call.

      • University of California, Davis, B.A., Economics & Political Science
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      400 South El Camino Real
      Suite 900
      San Mateo, CA 94402
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      Lisa Rose

      Associate Director

      Team Administrator

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • WA
      • WI
      • WY
            550 Biltmore Way
            Coral Gables, FL 33134
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            Lily Kavan

            Client Associate

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                    400 South El Camino Real
                    Suite 900
                    San Mateo, CA 94402
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                    Anthony Lopipero

                    Wealth Planning Associate

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                    • CA
                          1255 Treat Blvd
                          Suite 1000
                          Walnut Creek, CA 94597
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                          Adam Tait

                          Wealth Planning Associate

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                          • CA
                                555 California Street
                                32nd/ 34th /46th Floor
                                San Francisco, CA 94104

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                              Multigenerational planning

                              Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

                              Advice for business owners and entrepreneurs

                              Professionals

                              Business transition and succession planning

                              Are you ready for anything?

                              A Liquidity strategy can help.

                              In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                              Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                              Insights

                              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