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As a Certified Exit Planning Advisor (and former entrepreneur), I provide expertise and experience to business owners, entrepreneurs, and retired individuals offering business transition alternatives, value creation strategies, investment management, succession planning, and wealth transfer strategies. I’m proud to be part of the Amaral Wealth Management Team at UBS Financial Services, the world's largest bank founded in 1862, with over $4 trillion in assets providing clients with customized advice, intensive service, and a holistic perspective to support and guide individuals and families as they navigate critical transitions in life.

My in-depth experience as a former entrepreneur resulted in the successful sale of two start-ups I founded along with the sale of a multigeneration family business with total sales proceeds of all three businesses in excess of $1.6 billion.

Education is very important to me. I’ve earned a BBA degree from Loyola Marymount University, an MBA and MSBA degrees from the University of Southern California and I’m a graduate of the College of Financial Planning – CFP® Certification Professional Education Program. Since 2002, I’ve served as an Adjunct Faculty member at the USC Marshall School of Business – Center for Entrepreneurial Studies, where I was honored with the student-voted Golden Apple Teaching Award and have been inducted into the all-university honor society Skull & Dagger Society.

As a community leader, I have served as a board member on numerous charitable boards of directors. Currently, I am immediate past-chair and current board member of Didi Hirsch Mental Health Services and a proud supporter of law enforcement as a member of the CHP 11-99 Foundation and the LAPD Eagle and Badge Foundation. I’m a retired marathon runner and a current triathlete and enjoy playing golf, hiking, and spending time with family.

• 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.

• University of Southern California, MSBA - Entrepreneurship
• University of Southern California, MBA - Finance
• Loyola Marymount University , BBA - Business Administration

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Gary Amaral is a founding partner of Amaral Wealth Management, a wealth management team within the Private Wealth Management Group at UBS. Gary has provided wealth management advice and services to affluent individuals, families, and business owners since 1997.  Gary spent eighteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015.

As a Private Wealth Advisor, Gary works closely with affluent and ultra-affluent families to design and implement cohesive strategies that respond to the demands of significant wealth. Gary is skilled in multiple disciplines, including investment management, trust and estate planning services, credit and lending, family office services, and philanthropy. He draws on his years of experience in advising highly successful families, corporate executives, and business owners; helping them to preserve, grow, and transfer wealth in the most effective manner possible. Gary provides detailed investment consulting services including investment strategy and asset allocation and is a specially qualified Portfolio Manager in the UBS Portfolio Management Program (PMP). As a Portfolio Manager in this program, Gary creates and implements customized investment strategies and proprietary model portfolios, in addition to providing traditional advice and guidance.

Gary received a Bachelor’s degree in Finance from the University of Nevada Las Vegas and an M.B.A. from the Marshall School of Business at the University of Southern California.  He has attained numerous financial designations such as the CFP®, CPWA®, CIMA®, and CRPC® and has been recognized as a Barron's Top 1000 and Financial Times Top 400 Advisor.

Gary lives in Manhattan Beach, California with his wife Elisa and daughters Jasmine and Vanessa.  In his free time he enjoys playing golf, literature and travel.

• University of Southern California, MBA - Finance
• University of Nevada Las Vegas, BS - Finance

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As part of UBS's Wealth Management Group, Deepak provides financial guidance to his clients and their families by taking a holistic approach to financial planning. Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges. Deepak utilizes a disciplined financial planning process to gain a firm understanding of a family's goals, attitudes toward risk, and personal values.

To develop and execute the customized plan, Deepak leverages the intellectual capital of his team and vast global resources of UBS. With access to a wide array of specialists within the firm, UBS offers clients a range of services.

Deepak holds several advanced designations in the field of Financial Planning. Advisors who have earned these designations are held to the highest ethical standards and are required to complete continuing education coursework in all areas of Financial Planning.

Deepak is passionate about working with people and helping others. When not working with clients, he spends time working with the people of his community. Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment.

Deepak resides in Los Angeles with his wife and their three children. In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling

• 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.

• University of Southern California , MAcc - candidate
• University of Pennsylvania , MBA
• University of California, Irvine, BS

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Gregory Buelet is an Associate Director and Senior Wealth Strategist with Amaral Wealth Management. Greg began his financial services career in 1994.  He spent five years at Goldman Sachs and sixteen years at Merrill Lynch in the Private Banking and Investment Group prior to joining UBS in 2015.  Greg focuses on wealth management strategy, investment research and portfolio management.  He applies his quantitative skills and market insight to help advance client goals and objectives.

Greg earned his Bachelor's Degree in Business Management from Pepperdine University in Malibu, California and holds several advanced designations in the field of finance and wealth management. These include the Certified Financial Planner™ (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) certification, as well as the Chartered Financial ConsultantSM (ChFC®), Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations; certifications and designations awarded by the Certified Financial Planner Board of Standards, the Investments & Wealth Institute, the American College of Financial Services and the College for Financial Planning, respectively.

• Pepperdine University, BS - Business Management

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Alexandra is a Senior Wealth Strategy Associate with Amaral Wealth Management. Alexandra earned her Bachelor’s degree from the University of California, Santa Barbara and has worked at UBS Private Wealth since 2018. 

Alexandra provides support in multiple phases of client service, relationship building, and account maintenance. She is particularly attuned to the nuances and requirements that make each client family distinctive. Her goal is to provide outstanding administrative support and exemplary client service.

Ali lives in Redondo Beach, California and enjoys running, baking and spending time with family and friends.

• University of California, Santa Barbara, BS

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Christine Lee is a Client Service Associate with UBS Financial Services since 2009.  She began her career in the financial services industry in 1977 as a Financial Futures Specialist as a member of the Chicago Board of Trade.  Her experience working in an array of capacities include trading, marketing, operations, personnel, payroll, and client services has enabled Christine to become a key asset on the team with in-depth knowledge providing clients with unparalleled customer service. 

Christine is a graduate of Roosevelt University where she earned a BS in Economics.  Her securities licenses include: Series 7, Series 63, and Series 65.

• Roosevelt University, BS - Economics

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Breanna is a Client Service Associate with Amaral Wealth Management. She earned her Bachelor’s degree from the University of California, Irvine and has worked at UBS Private Wealth since 2022. 

Breanna provides support in multiple phases of client service, relationship building, and account maintenance. Her goal is to provide outstanding administrative support and exemplary client service.

Breanna lives in Culver City, California and in her free time enjoys hiking, yoga, and literature.

• University of California, Irvine, BS

Sydney is a Client Service Associate with Amaral Wealth Management. Sydney earned her Bachelor’s degree from the University of California, Santa Barbara and has worked at UBS Private Wealth since 2022. 

Sydney is responsible for servicing the team’s private wealth clients, handling incoming and outgoing disbursements, coordinating client events and supports the Advisors in their daily business practices. 

Sydney lives in Santa Monica, California and in her free time enjoys going to the beach, traveling, and cooking.

• University of California, Santa Barbara, BS