How can you pursue what matters most?

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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Eric B. Idelson, CFP, CIMA

Vice President–Wealth Management

Registered States:
  • CA
  • FL
  • ID
  • MA
  • MI
  • MT
  • NY
  • OR
  • TX
  • VA
  • WA
  • WY

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Investment Management Analyst
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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