Your enduring legacy

Private Wealth Management

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

Mountaintop

Daniel Bemel, CDFA

Senior Vice President–Wealth Management

Private Wealth Advisor

Through education and empowerment, Dan helps provide the infrastructure for his clients to take control of their financial lives, often for the first time. Financial planning and investment management are central to his long term, collaborative approach.

He strives to truly understand his clients – what motivates them, what they want for their family, and what they want for their community. And as a Certified Divorce Financial Analyst®, Dan helps clients and their attorneys navigate the financial impact of divorce before, during, and after a case is resolved.

Dan is an active member of the Beverly Hills Bar Association, serving on the family law section executive committee. He is also a member of the board of directors at the Harriett Buhai Center for Family Law, a cornerstone of family law and domestic violence assistance for low-income persons in California.

Prior to joining UBS in 2009, Dan practiced law at Los Angeles area firms in a wide variety of disciplines including trust and estates, corporate litigation, family law, and liability defense, however he does not perform this function at UBS.

Born and raised in Los Angeles, Dan earned a B.A. in sociology from the University of California, Santa Cruz, and a J.D. from the University of California, Hastings College of the Law. He holds FINRA Series 7 and 66 securities licenses, is a member in good standing of the California Bar Association.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

  • Barron’s Top 100 Private Wealth Advisory Teams
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
  • (310) 734-2392

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Your life, wealth and future

Your life, wealth and future

Helping women take charge

Helping women take charge

The unique challenges of women and wealth

The unique challenges of women and wealth

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Best

Private Bank for Sustainable Investing

PWM/The Banker Global Private Banking Awards, 2018-2020