Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


David Betz, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Enjoy spending time with wife Jill, and three children; Hannah, Ryan and Charlie.
  • Steering Committee for MG Charities to benefit Brain Cancer.
  • St. Paul Chamber of Commerce.
  • Steering Committee for the Dave Thomas Foundation for Adoption (past).
  • Volunteer Basketball and Baseball Coach (past).
Registered States:
  • AZ
  • CA
  • FL
  • IA
  • IN
  • KY
  • MI
  • MN
  • NE
  • PA
  • SC
  • SD
  • TX
  • WA
  • WI


  • B.A. Economics, University of Minnesota


  • Chartered Retirement Plans Specialist
444 Cedar Street St. Paul MN-2136
Suite 2200
St. Paul, MN 55101
  • (651) 298-1630

Email Me

The circular economy: What is it?

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

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager