Your life. Your wealth. Your future.

Pursue what matters most

Mountain climbers reaching the summit

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.

Women-multigen family

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sean Patrick Edrington Profile Picture

    Sean Patrick Edrington

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • MA
    • MD
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WI

    I grew up in Louisville, Kentucky before attending Indiana University. Post-college I was a cofounder a start-up company in the food  processing industry. After working up and down the coast of California and having a successful exit from the business, I moved to Los  Angeles and began working in the financial services industry in 2001. Building and selling a business provided me keen insight into all the  details associated with creating and keeping wealth. 

    It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can  be hard, asking the right questions can make things clearer. So, when we speak, I want to learn about those life questions that are on your  mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my  family be ok when I’m gone?” Together, I know we can find the answers. 

    Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Since 2001, I have put  my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

    In 2016 I relocated my family from Los Angeles to San Francisco and currently live in Fairfax with my wife Sara, daughter, Kariana, son,  Ryder and our dog, Otis. I love cooking, hiking, golf, physical fitness and football. In my free time you will find me with my family  exploring the outdoors.

    Sean has worked in the financial services industry since 2001 at three major Wall Street firms.

    CA Life Insurance #0E80199 

     

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    • Indiana University., B.S. in Public Finance
      555 California Street
      32nd/ 34th /46th Floor
      San Francisco, CA 94104
    • Eric Mitchell Fingleson Profile Picture

      Eric Fingleson

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • WI

      As a young adult, I was a competitive tennis player in Southern California. I found great satisfaction in training every day and competing  almost every weekend. I obviously loved winning more than losing but it wasn’t until High School that I was able to realize the value of a  team and the joy of sharing success with that team. The hard work and leadership it takes, day in and day out, to be successful is what  fundamentally translates to the team we have built here at UBS since joining in 2012. We strive to put our clients first and have built the  infrastructure to make sure outcomes align with goals. 

      Prior to the start of my financial career, I received an academic scholarship to attend George Washington University. I arrived in Washington D.C. in August of 2001. Living through 9/11 in D.C. was a formative experience that shaped a lot of my world view. Majoring in finance and  international business with a minor in Philosophy has provided me with insight and critical thinking skills to work with a wide array of high  net worth and ultra-high net worth families.

      Whether you are a business owner, real estate owner, executive or serial entrepreneur with lots of unique needs, my job is to act as a liaison  for all the resources UBS has to offer. For our clients there is no “one-size fits all” solution and we’ll work together to make sure your  individual and loved one's needs are taken care of.

      Outside of the office, I am involved with many non-profit organizations, but I spend most of my resources supporting JBBBSLA. I have been a  “big brother” since 2007 and I have been part of the Board of Directors since 2014. When I find the time, I still enjoy tennis and paddle  tennis, but I also love golf, snowboarding, and backpacking in the Eastern Sierras.

      I live with my wife, Mariko, our son, Kingston, and our dog, Bandit in Venice Beach. On the weekends you’ll typically find us on our bikes  around the neighborhood.

       CA Life Insurance #0F58566

       

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023The 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.

      • George Washington University, B.B.A. in Finance, International Business and Philosophy, Summa Cum Laude
        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • KT Profile Pic

        Kimberly "KT" Twombly, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • ID
        • IL
        • MA
        • MD
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • SD
        • TX
        • UT
        • WA

        Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.

        Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.

        What do you want your wealth to do for you, your family/friends, your community and/or the world?

         

         

        My husband and I happily live in San Francisco. I run every morning and am currently training for the Berlin Marathon on behalf of Every Mother Counts. I am an avid experimental chef,
        adept at baked goods, Asian noodles among many other personal specialties. I'm an advisor to INFORUM, the innovation lab of the Commonwealth Club.

        My professional achievements and education
        – Series 7, 31, 63, 66 securities licenses
        -- CFP(R), University of California, Berkeley
        – M.B.A., University of Connecticut
        – B.S, Electrical Engineering, Union College

        CA Life Insurance #0E10968

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
            • Eva Agi

              Eva Agi

              Senior Wealth Strategy Associate

              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • KY
              • MA
              • MD
              • MN
              • MT
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OR
              • PA
              • SD
              • TN
              • TX
              • UT
              • VA
              • WI

              Eva Agi joined UBS as a Wealth Strategy Associate with a passion for helping entrepreneurs and families achieve their financial goals. She graduated from UC Berkeley and is a registered Certified Financial Planner (CFP ®) Professional. Before joining Cogent Wealth Management Group, Eva worked as an advisor at Gerber Kawasaki Wealth Management, where she built comprehensive financial plans tailored to her clients’ unique needs.

               

              In her free time, Eva enjoys hiking, reading, cooking, and traveling.

                  • CERTIFIED FINANCIAL PLANNER™
                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                • SS Headshot

                  Souvanna Sophabmixay

                  Client Associate Senior

                  • image
                  • image
                  • AL
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IA
                  • ID
                  • IL
                  • IN
                  • MA
                  • MD
                  • MI
                  • MN
                  • MO
                  • MT
                  • NC
                  • NE
                  • NH
                  • NJ
                  • NV
                  • NY
                  • OR
                  • PA
                  • SC
                  • SD
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI
                  • WY

                  Souvanna comes to us from Morgan Stanley where he supported a handful of advisors. Prior to Morgan Stanley, Souvanna worked with our Operations Team in Walnut Creek. Souvanna is a proud graduate of San Francisco State University.

                        555 California Street
                        32nd/ 34th /46th Floor
                        San Francisco, CA 94104
                      • Pierre Andre Volpe

                        Pierre Andre Volpe

                        Client Associate

                        • image
                        • image
                        • CA
                        • CO
                        • IL
                        • MA
                        • MD
                        • MI
                        • MN
                        • MO
                        • MT
                        • NC
                        • NE
                        • NH
                        • NJ
                        • NV
                        • NY
                        • OR
                        • PA
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VA
                        • WA
                        • WI
                        • WY

                        Pierre joins us from Chase where he worked as a Relationship Banker helping individual and small businesses clients with their financial needs. He graduated from the University of Southern Philippines majoring in Political Science, although his Interest in Finance got him into a career in the Financial Services Industry. He is drawn to things that provide a global perspective of things and in his free time he likes travelling to places that let him pursue his photography hobby.

                              555 California Street
                              32nd/ 34th /46th Floor
                              San Francisco, CA 94104
                            compass

                            A way forward

                            Advice for business owners

                            Advice for business owners

                            Family offices

                            Family offices

                            Raise your financial game

                            Watch the all-new series: PlayersTV’s Level Up, presented by UBS

                            Some of the top athletes in professional sports share their experience on managing money in our all-new financial literacy series, Level Up, featuring renowned athletes like NFL’s Austin Ekeler, NBA’s Malcolm Brogdon, Track Olympian Kristi Castlin and more. Binge all 10 shows at ubs.com/legacy.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $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

                            Insights