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
  • 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.

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager