Let's move forward. Together.

Understanding what matters most to you

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.

Young family at the beach

Eric Susantio

Senior Vice President–Wealth Management

Portfolio Manager

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • MA
  • ME
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA

Credentials

  • Portfolio Manager
50 West San Fernando Street
8th Floor
San Jose, CA 95113
  • (408) 282-8456

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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