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 Schachter

Senior Vice President–Wealth Management

Financial Advisor

David has dedicated his entire career to pursuing excellence in the financial services industry. He enjoys spending time educating his clients and providing them with clear insights and a complete picture of their financial situation. By focusing on tax-efficient investing, asset allocation and the transfer of wealth between generations, David is experienced in uncovering the hidden value in the various pockets of the markets.

David is a New York native and studied at the University of Southern California where he earned a degree in Business Administration. He cofounded the USC Second Decade Society, is a former board member of the USC Trojan Club, and a Steering Committee member for Sports Spectacular, an organization focused on funding diabetes research for Cedars-Sinai Medical Center. He lives in Calabasas with his wife and two children.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 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, 2023, 2024The 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

  • B.S. Business Administration, University of Southern California

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Legacy planning
Exit planning
Custom portfolios
Alternative investments
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-8080

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The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

Multigenerational families

Multigenerational families

Advice for business owners

Advice for business owners

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UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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