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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
David is in his third decade of developing and managing investment strategies for clients. His focus is to work in close collaboration with you, to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve...now and in the future.
Personal & Community
David holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0512985.
Education
First Vice President–Wealth Management
David is in his third decade of developing and managing investment strategies for clients. His focus is to work in close collaboration with you, to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve...now and in the future.
Personal & Community
David holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0512985.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
