$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.
Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Arts Council of Kern, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also is the Den leader for Cub Scouts Pack 125. Chris enjoys spending his weekends with family and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.
Education
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.
$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