$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$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