How can you pursue what matters most?

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With over 22 years of experience in the financial services industry, Juleane is a seasoned and highly respected Financial Advisor. Since joining UBS in 2007, she has helped clients navigate complex financial decisions with confidence and clarity, drawing on her deep expertise in wealth management, retirement planning, and intergenerational wealth transfer.

Juleane is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certified Exit Planning Advisor (CEPA) designation, further equipping her to advise business owners on strategic succession planning and value growth strategies. Her consultative and relationship-driven approach has made her a trusted advisor to executives, entrepreneurs, and multigenerational families seeking personalized, long-term financial guidance.

She earned her Bachelor’s degree from the University of California, Santa Barbara, graduating with honors and a double major in Business Economics and Communication. She went on to complete her Master of Science in Taxation and Financial Planning from San Diego State University in 2013, deepening her knowledge in tax-efficient planning strategies that benefit her clients.

Juleane’s ability to simplify complex financial concepts and create actionable, customized strategies has consistently earned her praise from clients and colleagues alike. Outside of her advisory work, Juleane remains actively involved in professional development and frequently participates in financial education initiatives aimed at empowering individuals to take control of their financial futures.

• CERTIFIED FINANCIAL PLANNER®

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With three decades of financial services industry experience, Chris brings deep knowledge, strategic insight, and a highly personalized approach to wealth management. Since joining UBS in 2012, Chris has distinguished himself through his dedication to helping individuals and families achieve long-term financial security and clarity—particularly in the areas of retirement planning and estate planning, where he has developed a strong reputation for excellence.

Chris is a Certified Exit Planning Advisor (CEPA), enabling him to provide specialized guidance to business owners looking to build transferable value and navigate the complexities of succession and legacy planning. His thoughtful, client-centric philosophy ensures that every financial plan reflects not only each client’s goals, but also their values and vision for the future.

He plays a lead role in portfolio construction and oversees the day-to-day portfolio management process, bringing a disciplined and research-driven approach to investment strategy. His ability to integrate asset allocation, tax efficiency, retirement income strategies, and estate planning into a cohesive, actionable plan makes him an invaluable resource for clients preparing for and living in retirement.

Chris earned his Bachelor of Arts in Economics and Philosophy from San Diego State University in 1996, graduating cum laude. His academic foundation supports his dual strengths in analytical thinking and clear communication—skills that are central to his planning approach.

Outside of his advisory work, Chris has a lifelong passion for hockey. He has played competitively for over four decades and has dedicated many years to coaching youth, travel, and high school programs, emphasizing discipline, teamwork, and growth both on and off the ice.

Known for his integrity, precision, and commitment to long-term relationships, Chris continues to be a trusted guide for clients seeking to grow, protect, and transfer wealth with confidence.

• Certified Exit Planning Advisor

Kim has been in the financial services industry with UBS Financial Services Inc. for 25 years. She began her career as a Receptionist at UBS in the Rancho Bernardo office in 1996. Kim held jobs with miscellaneous companies in Payroll, Accounts Payable, and Accounts Receivable before becoming a stay at home mom. When her children entered school she worked with the Escondido Union School District as a Teacher Aide for 7 years before coming to UBS. She is a Senior Client Service Associate and has assisted several Wealth Management Advisors throughout the years. Kim manages the daily client service request for distributions, including fed wires, journals, and check request. She is the key person for opening accounts, providing account documentation, setting up checking accounts, credit cards, line of credit loans, and online services setup and support,. Kim is a native Californian and has always lived in the San Diego area. She is married with two daughters.