Eric B. Idelson, CFP, CIMA
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Eric B. Idelson, CFP, CIMA

Vice President–Wealth Management

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

Eric B. Idelson, CFP, CIMA

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®

Eric B. Idelson, CFP, CIMA

131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

Eric B. Idelson, CFP, CIMA

Vice President–Wealth Management

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

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
  • (310) 859-5413

Email Me

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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.

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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