Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Omar Liu

Vice President–Wealth Management

Financial Advisor

Omar graduated from University of California, Riverside in 2004 with a Bachelor of Arts degree in Business Economics. 

He began his career with a year at Citibank before transitioning to UBS in 2006, where he has built a substantial track record.  During his long tenure, he has growth across multiple roles and collabration with diverse teams.

Working alongside diverse internal teams has significantly enhanced his professional adaptability and market fluency.  This collaboration has provided direct access to many investment strategies and fostered a deeper understanding of varied client demographics and complex financial needs.  This varied exposure is core to analyzing and tailoring effective solutions.

  • Primary Markets Covered: Philippines, Taiwan, Hong Kong, China, Thailand (Legacy) 
  • Degrees: B.A. Business Economics - University of California, Riverside, 2004
  • Experience in the financial services industry since 2006
  • Licenses: Series 7, Series 66, Insurance License, Long-Term Care
  • Language Skills: Tagalog (basic), Mandarin(basic), Fukienese (basic) 

Registered States:
  • CA
  • CO
  • FL
  • LA
  • MD
  • MS
  • NV
  • PA
  • TX

Credentials

  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Legacy planning
Investing
Asset allocation
Multi-generational families
Family Offices
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

omar.liu@ubs.com
Omar Liu
555 California Street,San Francisco,CA,94104

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