A plan for today, tomorrow and generations to come

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.

Chess board

David Shaw, CFP

Financial Advisor

Dave is a Financial Advisor with UBS Wealth Management, based in San Francisco and Marin County. His team develops customized wealth management solutions for the younger generation of executives, entrepreneurs and business owners. Beginning by understanding the themes that matter most to his clients and their families, Dave designs a personal financial plan to address those matters while seeking to grow and preserve their wealth to meet future objectives.

Previously, Dave worked in the Aerospace and Defense investment banking practice of CIT Bank in New York, and served 9 years as an active duty naval officer flying the EA-6B Prowler attack jet. A veteran of Operations Iraqi and Enduring Freedom, he continues to serve as a Lieutenant Commander in the Navy Reserve. He lives in San Francisco with his family.

Areas of Focus: Financial Planning, Concentrated Stock Positions, Investment Management, Asset Allocation & Manager Selection, Estate Planning Strategies, Insurance Solutions, Lending

Registered States:
  • CA
  • DE
  • FL
  • HI
  • IL
  • IN
  • MA
  • ME
  • MN
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • PR
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Education

  • BA, University of Pennsylvania
  • MBA, Indiana University, Kelley School of Business

Credentials

  • CERTIFIED FINANCIAL PLANNER™
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-5925

Email Me

Multigenerational planning

Family

Financial planning

2022 year-end planning guide

The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

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Euromoney Private Banking and Wealth Management Survey, 2022

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