Let's move forward. Together.

The Engel Team Picture

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Veronica Aquino Profile Picture

    Veronica Aquino

    Client Associate

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      Veronica has been in the financial services industry for the last 15 years and has been a Client Service Associate at UBS financial Services Inc. for the last 12 years. She takes pride in developing relationships and providing a high level of customer service to clients. Over the years hundreds of retirees have relied on Veronica to help them with the rollover process, setting up monthly withdrawals, etc. Veronica is a mother of two sons, Jaden and Ethan. She loves spending quality family time with them and is actively involved in volunteering with their sport programs.

            One Pointe Drive
            Suite 140
            Brea, CA 92821

          Focus on liquidity management

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          UBS and Credit Suisse—stronger than ever

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.9 trillion

          In invested assets globally 
          As of 12/31/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager