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International Space Station

Daniel Stern

Senior Vice President–Wealth Management

Financial Advisor

Knowing that what I do every day makes a real difference to the lives of my clients and their families is why I became a financial advisor.

Born and raised in London, England, I began my career in the midst of the "Technology Bubble" and continue to work with many of the same clients, managing their investments and future expectations through both bull and bear markets. I believe that my global life and work experience offers a level of insight not common amongst US-centric peers. I provide my clients - who are primarily corporate executives and medical professionals nearing retirement - with total portfolio management, retirement income planning and financial planning. My commitment is to deliver integrated and comprehensive solutions to your financial areas of need on both assets and liabilities to achieve absolute wealth.

I have a Bachelor of Arts degree in History with French from the University of Durham, England. My wife and I live with our 3 children in Walnut Creek, California.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WY

Education

  • BA Hons in History with French, University of Durham, England, 1995 - 1999

Credentials

  • Portfolio Manager
  • Wealth Advisor
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661
  • (916) 774-7409

Email Me

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.

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