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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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  • Keith Photo

    Keith Seibert

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AR
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    • CA
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    • IA
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    Keith Seibert is a Senior Vice President, Wealth Management Financial Advisor. Keith began his career in the Financial Industry in 1984, bringing a wealth of knowledge and expertise to his clients.

    A Bay Area Native, Keith graduated from California State University Hayward with a Bachelors of Arts Degree; double major in Speech Communication, English, and Sociology.

    He holds Series 65, 63, 03, 07 licenses in addition to being insurance licensed #0A81587. 

    Keith is designated as a Senior Portfolio Manager and specializes in financial analysis and portfolio development through strategically designed investment portfolios based on sectors, products and areas to invest.

    Keith is a former member of Pleasanton North Rotary and Interact Club. He supports numerous wildlife conservations and environmental causes.

      • California State University Hayward, Bachelors of Arts
      • Senior Portfolio Manager
      1255 Treat Blvd
      Suite 1000
      Walnut Creek, CA 94597
      keith.seibert@ubs.com
      Keith Seibert
      1255 Treat Blvd,Walnut Creek,CA,94597
    • James Photo

      James Laporte

      First Vice President–Wealth Management

      Financial Advisor

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      • AL
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      • IA
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      James (Jim) LaPorte is a First Vice President, Wealth Management Financial Advisor.

      Jim graduated with a Bachelor’s of Science degree in Business Administration from California State University Fresno. He began his career in the Financial Services Industry in 1995 and holds Series 7, 63, 65 industry licenses and is insurance licensed #0B68792 .

      Jim is a designated Chartered Retirement Planning Counselor specializing in comprehensive assessment of individuals’ financial needs before or after retirement, including sources of retirement income, personal savings and estate planning.

      He enjoys hiking, golfing and spending time with his wife, Kristin and two adult daughters, Amy and Bridget.

       

        • California State University Fresno, Bachelors of Science in Business Administration
        • Chartered Retirement Planning Counselor
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
        james.laporte@ubs.com
        James Laporte
        1255 Treat Blvd,Walnut Creek,CA,94597
      • Teddy Photo

        Teddy Rakestraw

        Vice President–Wealth Management

        Portfolio Manager

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • IA
        • ID
        • IL
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        • KY
        • MA
        • MD
        • MI
        • MN
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • SC
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        • UT
        • VA
        • WA

        Teddy Rakestraw is a Vice President, Wealth Management Financial Advisor.

        Teddy graduated with a Master’s of Science degree in Hospitality, Recreation and Tourism from California State University East Bay. She began her career in the financial industry in 1996 and holds Series 7, 9, 10, 31, 63, 65 industry licenses and is insurance licensed #0G26390.

        Teddy is designated as a Portfolio Manager investing assets of mutual and exchange-traded funds. She also focuses on compliance and marketing strategies.

        Teddy actively supports environmental causes, preservation of wildlife and animal welfare groups. In addition, Teddy is a member of Alameda County West Board of Zoning Adjustments.

          • California State University East Bay, Masters Of Science
          • Portfolio Manager
          1255 Treat Blvd
          Suite 1000
          Walnut Creek, CA 94597
          teddy.rakestraw@ubs.com
          Teddy Rakestraw
          1255 Treat Blvd,Walnut Creek,CA,94597
        • A. Rakestraw Photo

          Amanda Rakestraw

          Client Associate

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            Amanda Rakestraw is a Client Service Associate. Amanda began her career in the financial industry in 2015 and specializes operations, client relations, coordination and planning. Before joining UBS Amanda worked for 5 years at another major financial firm as a corporate administrative assistant. Amanda supports local charities and health programs.

                  1255 Treat Blvd
                  Suite 1000
                  Walnut Creek, CA 94597
                  amanda.rakestraw@ubs.com
                  Amanda Rakestraw
                  1255 Treat Blvd,Walnut Creek,CA,94597

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                A leading global wealth manager

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                Maximize your potential wealth

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                Helping women take charge

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                Making sense of significant wealth

                We can help you plan for it.

                When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

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                UBS is a leading and truly global wealth manager

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