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.

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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
  • GA
  • 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

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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.

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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