At Coastal Advisors, we recognize that increasingly complex and significant financial decisions magnify your need for personalized advice grounded in experience. Our team is dedicated to working with a select number of highly successful individuals, executives, entrepreneurs, companies and multigenerational families. The depth of our relationships shows in the trusted bonds we form.

Our focus is on taking exceptional care of you and your individualized needs with service and responsiveness that go beyond your expectations—bringing our expertise and highest-level thinking to all that you want to accomplish.

Personalized advice for who you are

We can tailor an integrated plan for managing and maintaining your wealth, based on a deep understanding of your particular needs.

Personalized advice for who you are

Multigenerational families

Multigenerational families

Entrepreneurs

Entrepreneurs

Corporate executives

Corporate executives

Managing wealth that spans generations requires a careful approach. Our team can open the door to specialized resources in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art collections. UBS Family Office Solutions brings the best of UBS expertise and insight to our clients—offering deep and far-reaching perspectives on your investments, businesses, passions and legacy goals.

When it’s time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale to reflect your goals. We can also help with tax aware guidance such as trusts and philanthropic vehicles that will serve your wealth preservation and legacy goals.

Our deep industry relationships mean we can give you access to key specialists in our business community network such as private equity and M&A.

When the time comes to transition out of corporate life, our team can provide sophisticated planning and tax strategies to help maximize the value of substantial compensation packages. We can help manage the risk of concentrated stock and address your cash flow and liquidity needs.

As you approach retirement and consider your options for philanthropic or charitable pursuits, we can help you make the transition with clarity and confidence.

Comprehensive wealth management

Our mission is to make your financial life run smoothly and effectively—whether that means organizing your financial life, guiding you through the sale of a business, transitioning from a corporate career, introducing you to new opportunities or exploring your philanthropic interests.

Advanced planning

Balance sheet management

Corporate services

Relationship management

Man looking in VR headset

Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Your dedicated team

As a Private Wealth Management team, we are ideally positioned to offer you sophisticated advice and strategies that help simplify the complexity of your professional and personal lives.

  • Blair Cannon

    Blair Cannon, CEPA

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Drawing on his 19 years of broad and deep industry experience, Blair provides comprehensive wealth management and investment solutions to a select group of ultra high net worth entrepreneurs, corporate executives, families and foundations. As a dedicated Private Wealth Advisor, Blair makes use of the full resources of UBS platforms, global experience and thought leadership to assist his clients in attaining their most important goals. 

    Blair strongly believes in philanthropy and uses his near-boundless energy to improve the lives of at-risk youth through board of director roles in organizations such as the San Diego County YMCA, the Monarch School for children affected by homelessness, and the San Diego Human Trafficking Prevention Collective. He has raised more than $1 million for at-risk youth by swimming the Catalina Channel, circumnavigating Manhattan, and completing a world record-setting 228-mile relay swim from Santa Barbara to San Diego. An accomplished NCAA Division I swimmer, Blair is also a five-time Ironman triathlete and has competed twice in the Ironman World Championship in Kona, HI. He lives with his wife and two children in Solana Beach, CA

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Pepperdine University, M.B.A.
    • University of California, Irvine, B.A.
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    • Endowment & Foundation Consultant
    • Senior Portfolio Manager
    • Series 7 and 66 securities licenses
    12220 El Camino Real
    Suite 400
    San Diego, CA 92130
    blair.cannon@ubs.com,dan.gllagher@ubs.com,dustin.rief@ubs.com,chris.marsh@ubs.com
    Blair Cannon, CEPA
    12220 El Camino Real,San Diego,CA,92130
  • Dan

    Dan Gallagher, CIMA, CPWA

    Managing Director–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    For over 30 years Dan has helped a select clientele improve their lives and create legacies that matter. Dan works closely with UBS specialists, money managers, tax advisors and estate attorneys to help clients reach their defined goals and objectives.  Dan began his career at IBM and entered the investment industry in 1986.  He  was associated with Kidder, Peabody & Co. prior to its merger with UBS Financial. 

    Dan is a Summa Cum Laude graduate of the Marshall School of Business at the University of Southern California.  He holds a Bachelor degree in Business Administration with an emphasis in Finance and Venture Management.  He received his Certified Investment Management Analyst® (CIMA®) designation from UC Berkeley's Haas School of Business.  Additionally, Dan is one of approximately 2,400 individuals worldwide who has attained a Certified Private Wealth Advisor® (CPWA®) designation.

    Dan enjoys skiing, tennis, hiking and occasional pride-destroying golf. Dan and his wife Pamela have been married for thirty four years and have three married daughters: Megan, Lauren, and Taryn, and two grandchildren: Ryan and Reagan. 

    CA Insurance License #0A38519

      • Marshall School of Business at the University of Southern California, Bachelor degree in Business Administration with an emphasis in Finance and Venture Management
      • Certified Private Wealth Advisor®
      • Series 7 and 66 securities licenses
      • Certified Investment Management Analyst®
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
      dan.gallagher@ubs.com
      Dan Gallagher, CIMA, CPWA
      888 San Clemente Drive,Newport Beach,CA,92660
    • Chris

      Chris Marsh, CEPA

      Managing Director

      Financial Advisor

      • image
      • image
      • image
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Chris Marsh has served in a variety of roles across the US and International Wealth Management businesses since joining the firm in 1999, working with advisor teams to serve clients across the Asia Pacific, Switzerland, Europe and the United States. He has had the opportunity to work on strategies for growing the global business and creating solutions for unique client situations using UBS’s global resources.

      Chris’s prior experience, including roles in technology, business development, consulting, and as a business coach, has given him insights into what those growing fastest do differently, despite the uncertainty of financial markets. Chris’s passion lies in helping to create solutions for multi-generational families, planning for their future, often including their businesses, endowments, or foundations. “I find it extremely rewarding to connect colleagues and clients with experts and solutions from around the world. When something is important to our clients, and is the right thing to do, we can find a way to help them accomplish it.”

      Chris holds FINRA Series 3, 7, 9, 10, and 66 securities licenses, as well as a California Insurance License, most recently receiving the Certified Exit Planning Advisor (CEPA) designation. Chris earned a Bachelor of Science degree in Finance and MIS at the University of Virginia.

      Chris and his wife, Malinda, have three sons: Sean Michael, Danny and Xavier. They enjoy participating in many cultural and philanthropic organizations throughout San Diego, as well as with Boy Scouts and many children’s sports.

      California Insurance License #0H66251

        • University of Virginia, Bachelor of Science degree in Finance and MIS
        • Series 9 and 10 securities licenses
        • Series 7 and 66 securities licenses
        • Certified Exit Planning Advisor
        1200 Prospect Street
        Suite 100
        La Jolla, CA 92037
        chris.marsh@ubs.com
        Chris Marsh, CEPA
        1200 Prospect Street,La Jolla,CA,92037
      • Dustin Rief

        Dustin Rief, CFP, CPWA, AWMA, APMA, CSRIC, CDFA, CEPA

        Senior Vice President–Wealth Management

        Private Wealth Advisor

        • image
        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        A Private Wealth Advisor at UBS with more than 20 years of experience in the financial services industry, Dustin has a passion for excellence in wealth management. Working with a select group of ultra high net worth individuals, companies, entrepreneurs and executives, Dustin is able to deeply focus on each client’s unique priorities. His significant experience gives him insights into how best to optimize investment portfolios for present and legacy goals through customized plans and strategies to achieve present and legacy goals.

        By drawing on the vast global resources available at UBS, Dustin helps clients with a wide range of wealth planning needs, including cash flow management and lending; balance sheet optimization; insurance planning; income tax strategies; retirement planning advice; estate plan recommendations; charitable planning; and executive compensation advice.

        A resident of Rancho Santa Fe, CA, Dustin enjoys spending time with his wife and two children, while still making time for exercise and an occasional game of golf.

        “We take pride in creating comprehensive financial plans that coordinate investment portfolios with life goals to help ensure that short and long-term objectives are continually met.”

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • University of California, Santa Barbara, B.A., business economics
        • Yale School of Management, Wealth Management Theory and Practice certificate
        • College for Financial Planning
        • Private Wealth Advisor
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
        dustin.rief@ubs.com
        Dustin Rief, CFP, CPWA, AWMA, APMA, CSRIC, CDFA, CEPA
        12220 El Camino Real,San Diego,CA,92130
      • Rachel Taylor

        Rachel Taylor

        Authorized Officer

        Team Administrator

        • image
        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Rachel is the team’s lead support person and the primary contact for the daily needs of our clients. She collaborates with members of the team to enhance client relationships and helps to ensure that every day we are providing the highest level of service possible. Rachel leverages her extensive experience and knowledge of the securities industry to assist with the development and management of all business activities and initiatives.   

        Rachel joined the team at the end of 2018 and while new to the firm, she has significant experience in investment management and banking with earlier roles as diverse as product manager, wealth associate, and department manager of trading.

        Rachel holds FINRA Series 7 and 63 licenses. She attended the University of Oregon after being awarded a four-year Presidential Scholarship and graduated a member of the Phi Beta Kappa Honor Society for academic performance. 

        Passionate about the importance of early childhood education, Rachel spent the last decade teaching advanced reading and math as a volunteer at Skyline Elementary School. In her spare time, she enjoys traveling, skiing, running, and spending time with her son and two dogs. 

          • University of Oregon
          • Series 7 and 66 securities licenses
          12220 El Camino Real
          Suite 400
          San Diego, CA 92130
          rachel.taylor@ubs.com
          Rachel Taylor
          12220 El Camino Real,San Diego,CA,92130
        • Andy

          Andrew Paynter, CFA

          Wealth Strategy Associate

          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Andy is a Wealth Strategy Associate for Coastal Advisors. He primarily assist with the portfolio reporting, research, analysis, and client philanthropy. Andy is Series 7 and Series 66 licensed and is a CFA charterholder.

          Andy attended San Diego State University, where he received a Bachelor’s Degree in Finance. Prior to joining UBS, Andy was a senior analyst at StepStone Group, a global private markets advisory firm in La Jolla.

          In his free time, Andy enjoys sailing, traveling and rooting for Los Angeles sports teams.

          CA Insurance License #0K33011

            • San Diego State University, Bachelor’s Degree in Finance
            • Chartered Financial Analyst®
            • Series 7 and 66 securities licenses
            • California life and variable contracts insurance license
            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
            andrew.paynter@ubs.com
            Andrew Paynter, CFA
            888 San Clemente Drive,Newport Beach,CA,92660
          • Nik

            Nikki Kerstner, CDFA

            Wealth Strategy Associate

            • image
            • image
            • image
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • IN
            • KS
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MT
            • NC
            • NE
            • NH
            • NM
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Nikki is a Wealth Strategy Associate for Coastal Advisors. She plays a critical role in providing client service support and handling the team's administrative operations. Nikki is Series 7 & Series 66 licensed, and has obtained her Certified Divorce Financial Analyst® certification. 

            After earning her Bachelor of Science from California State University, Chico, Nikki began her career at the UBS Wealth Advice Center, and then shortly transitioned as a Client Service Associate with UBS in New York City. Nikki is passionate about assisting clients with their daily needs and providing exceptional service.

            Outside of the office, Nikki enjoys traveling, spending time with friends and family, and embracing an active lifestyle.

            CA Insurance License #4283260

              • California State University, Chico, Bachelor of Science in Health Science
              • Series 7 and 66 securities licenses
              • California life and variable contracts insurance license
              • Certified Divorce Financial Analyst
              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
              nicole.kerstner@ubs.com
              Nikki Kerstner, CDFA
              888 San Clemente Drive,Newport Beach,CA,92660
            • John

              John Henry

              Wealth Strategy Associate

              • image
              • image
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • KS
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MT
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • WA
              • WI
              • WY

              John is a Wealth Strategy Associate for Coastal Advisors. He primarily assists with financial planning, business development and client service. John is Series 7 and Series 66 licensed and is a CFA level 2 candidate. 

              John attended Azusa Pacific University, where he received a Bachelor’s degree in Economics with Magna Cum Laude honors and was a member of their football team. Prior to joining our team, he interned for a UBS wealth management team in Orange County.

               In his down-time, John enjoys participating in CrossFit, golfing and rooting for the Los Angeles Chargers.

                • Azusa Pacific University, B.S. in Economics
                • Series 7 and 66 securities licenses
                3030 Old Ranch Parkway
                Suite 300
                Seal Beach, CA 90740
                john.henry@ubs.com
                John Henry
                3030 Old Ranch Parkway,Seal Beach,CA,90740
              • Lauren Truman

                Lauren Truman, CRPC

                Senior Client Associate

                • image
                • image
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                Lauren is committed to helping clients define their financial goals and guiding them to solutions to achieve those goals. While new to UBS, she has significant experience in the wealth management industry, having worked in both investment management and banking. Lauren strives to be the first point of contact for clients when they have questions or concerns. She strives every day to create consistent and repeatable policies and procedures that enable her to address client inquiries quickly and efficiently.

                Lauren received her B.A. with Honors in Philosophy from the University of Cincinnati. She holds FINRA Series 7 and 66 licenses and a CRPC® designation. Lauren is also a California Notary.

                Lauren is passionate about serving as a community volunteer and actively participates in community outreach. At UBS she is a member of Women in Technology, All Bar None Americas Network, UBS Veterans Network and UBS PRIDE Americas. In her free time, Lauren enjoys trips to the San Diego Zoo and Sea World with her partner and daughter.

                  • University of Cincinnati, B.A.
                  • Chartered Retirement Planning Counselor
                  • Series 7 and 66 securities licenses
                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                  lauren.truman@ubs.com
                  Lauren Truman, CRPC
                  12220 El Camino Real,San Diego,CA,92130
                • Cassie

                  Cassandra Walsh

                  Client Associate

                  • image
                  • image
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DE
                  • FL
                  • GA
                  • HI
                  • ID
                  • IL
                  • IN
                  • KS
                  • LA
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NM
                  • NV
                  • NY
                  • OH
                  • OK
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WY

                  Cassie dedicates herself to building and maintaining long-lasting client relationships through her professionalism, reliability, and exceptional attention to detail. Her expertise lies in mathematical reasoning, managing account transactions, and ensuring seamless communication between clients and the UBS team. Although having recently joined UBS in 2022, Cassie has a deep understanding of financial concepts and products, allowing her to overcome challenges and exceed client expectations.

                  Cassie holds FINRA Series 7 and 66 licenses. She attended San Diego State University where she received her BASc with Honors in Statistics, Emphasis in Actuarial Science. In her spare time, she enjoys volunteering, hiking, and playing Volo sports.

                    • San Diego State University, BASc with Honors in Statistics, Emphasis in Actuarial Science
                    • Series 7 and 66 securities licenses
                    12220 El Camino Real
                    Suite 400
                    San Diego, CA 92130
                    cassandra.walsh@ubs.com
                    Cassandra Walsh
                    12220 El Camino Real,San Diego,CA,92130

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $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

                  Insights