Email Me
32
Collective years of experience
Senior Vice President–Wealth Management
CPWA ®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CPWA ®
Chris began locally in the financial services industry after graduating from UC Santa Barbara in 1992. After 23 years at Merrill Lynch, he recently moved his practice to UBS Financial Services to better serve his clientele. His philosophy and service model is simple: work with individuals of significant wealth to pursue their unique financial goals.
Chris employs a deliberate financial process combined with exemplary service to simplify the financial lives of high net worth clients. Although clients often enjoy similar wealth, their needs and goals are diverse and include income planning for retirement, estate planning strategies, and tax minimization. Then he develops investment strategies that leverage the broad array of offerings at UBS.
As a wealth management advisor, he works hard to earn clients’ trust and is committed to optimizing their resources to make the most of what they have.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
32
Collective years of experience
Our goal is to be an integrated part of your financial decisions, a team to rely upon when you are at a crossroads or looking to the road ahead.
Through each step of planning, investment execution and reviews and revisions--we want to be a vital part of your planning team.
To set up an introductory call or meeting, please reach out:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
