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51 countries
Our global footprint
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.
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.
Credentials
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.
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.
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.
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
