Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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David Krigstein

Director

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • MA
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • VT
  • WA

Credentials

  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3644

Email Me

  • Joan A. Stern Profile Picture

    Joan Stern

    Client Associate

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    • AZ
    • CA
    • MD
    • NM
    • NV
    • NY
    • OR

          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village, CA 91361
          joan.stern@ubs.com
          Joan Stern
          3011 Townsgate Road,Westlake Village,CA,91361

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        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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