Senior Vice President–Wealth Management
Financial Advisor
David Rutberg graduated from the University of California at Los Angeles with a Bachelor of Arts degree in Political Science/International Relations. He began his career in 1988, working with the fixed income division of Security Pacific National Bank providing expertise to institutional, corporate, municipal, and retail clients. He then joined UBS in 1998.
Currently, David oversees fixed income portfolios utilizing municipal, government, corporate bonds and short term cash alternatives. He also utilizes managed equity portfolios to help clients reach their goals. His comprehensive financial planning approach includes: retirement planning, education planning, insurance, and estate considerations. David delivers innovative solutions to help meet clients' goals.
CA Insurance License #0A37821
Credentials
Senior Vice President–Wealth Management
Financial Advisor
David Rutberg graduated from the University of California at Los Angeles with a Bachelor of Arts degree in Political Science/International Relations. He began his career in 1988, working with the fixed income division of Security Pacific National Bank providing expertise to institutional, corporate, municipal, and retail clients. He then joined UBS in 1998.
Currently, David oversees fixed income portfolios utilizing municipal, government, corporate bonds and short term cash alternatives. He also utilizes managed equity portfolios to help clients reach their goals. His comprehensive financial planning approach includes: retirement planning, education planning, insurance, and estate considerations. David delivers innovative solutions to help meet clients' goals.
CA Insurance License #0A37821
Credentials
Senior Client Associate
Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.
Senior Client Associate
Rose Rausch has worked with the Pacific Investment Group for over 20 years as a Senior Client Service Associate. She lends her knowledge and experience by supporting her Financial Advisors in helping their clients pursue their financial goals and needs. By providing exceptional daily service and administrative support, she gives the level of service our clients deserve and have come to expect.
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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.
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