Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.
California Insurance License #0A37821 Insurance Agency Inc. License UBS#0512985
Credentials
Senior Vice President–Wealth Management
David Rutberg graduated from the University of California at Los Angeles with a B.A. degree in political science - international relations. David began his career in 1988, in Los Angeles, working with the division of Security Pacific National Bank that provided fixed income investments to institutional, corporate, municipal and retail clients. During his tenure at Security Pacific, David developed an extensive understanding of the fixed income markets with an emphasis toward municipal securities.
California Insurance License #0A37821 Insurance Agency Inc. License UBS#0512985
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
