Let's move forward. Together.

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.

Mountaintop observatory

Christopher Louis "Chris" George, CIMA

Senior Vice President–Wealth Management

Certified Investment Management Analyst®

Personal & Community

  • Corporate Fundraising-Castle Bay Elementary School 2009-2013
  • Board of Directors- American Red Cross- Central California Region 2013-2016
  • Fellow of the McCoy Legacy Society of the American Red Cross of Greater Los Angeles
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • IN
  • MA
  • MD
  • ME
  • MN
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • UT
  • VI
  • VT
  • WA
  • WV

Education

  • B. A. International Relations, University of San Diego

Credentials

  • Certified Investment Management Analyst®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Custom portfolios
Structured products
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3692

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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.

Why does A.I. in space matter?

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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

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