David Reppas, CFP
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David Reppas, CFP

Senior Vice President–Wealth Management

Personal & Community

  • Enjoys Trap Shooting, Wine Making, Arts
  • Enjoys spending time with his daughter learning Karate
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

David Reppas, CFP

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

David Reppas, CFP

Education

  • Business Administration in Finance and Economics, California State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor

David Reppas, CFP

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

David Reppas, CFP

Senior Vice President–Wealth Management

Personal & Community

  • Enjoys Trap Shooting, Wine Making, Arts
  • Enjoys spending time with his daughter learning Karate
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Business Administration in Finance and Economics, California State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-6331

Email Me

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