Insight-based advice

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.

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Crystaline Kopriva

First Vice President–Wealth Management

Crysty Kopriva graduated with a Bachelor of Science degree in Business Administration emphasizing Finance from California State University at Monterey Bay. She joined UBS in 2006 and the Pacific Investment Group in 2009. Crysty collaborates with clients to provide superior financial planning, portfolio allocation construction, and investment performance analysis. Her experience in the financial services industry and her knowledge of UBS's capabilities and services enable her to identify the right solutions for clients' wealth management needs. Working closely with the highly experienced Pacific Investment Group has given Crysty the resources and insight to the view the financial world with a well-rounded perspective.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NV
  • NY
  • OK
  • OR
  • PA
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Science degree in Business Administration emphasizing Finance, California State University Monterey Bay
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2363

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights