How can you pursue what matters most?

Young family on beach

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Road

Excel Wealth Management offers you:

• Access to the global resources of UBS

• Wisdom and insight that comes from decades of experience

• Team dedicated to you for the long term

  • Greg Grajek

    Greg Grajek, CWS, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OR
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Greg began his career in one of the equity market’s most tumultuous months on record—and over the past 33 years he has helped clients manage their wealth throughout good times and bad. He joined UBS in 2008 after 26 years as Senior Vice President, Investments with Morgan Stanley.

    With his clients, Greg emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with education funding, structures for charitable giving, and estate planning. Greg has provided corporate executives, business owners and other professionals and their families with wealth management solutions with an emphasis on comprehensive estate and retirement planning since 1983.

    A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Strategist, CRPC certification and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania. Greg received his bachelor’s degree in business from Michigan State University. Greg has been a member of the Rancho Santa Fe Rotary Club since 1987 and is the current club president.

        • Certified Wealth Strategist®
        • Chartered Retirement Planning Counselor℠
        17180 Rancho Bernardo Center
        Suite 100
        San Diego, CA 92128
      • Juleane Spittler

        Juleane E. Spittler, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • HI
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NE
        • NH
        • NJ
        • NV
        • NY
        • OR
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Juleane offers over 18 years of experience in the financial industry, of which she has spent 14 years with UBS as a Financial Advisor.  She was mentored and spent 5 years under the guidance of Dan Spittler, a 35 year veteran of the financial industry and former UBS Branch Manager.  Juleane earned her CFP in 2008, and enjoys helping clients with their financial and retirement plans.

        Juleane earned her BA degree from UC Santa Barbara, achieving a double major in Business Economics and Communication.  She completed her Masters in Tax & Financial Planning through San Diego State University in 2013.  She and her husband Keith currently reside in Del Sur, and enjoy playing soccer, boating and hiking in their free time.

            • CERTIFIED FINANCIAL PLANNER™
            17180 Rancho Bernardo Center
            Suite 100
            San Diego, CA 92128
          • Christopher Marc Jette Profile Photo

            Christopher Jette

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • FL
            • HI
            • ID
            • IL
            • IN
            • KS
            • MA
            • ME
            • MI
            • MN
            • NC
            • NE
            • NJ
            • NM
            • NV
            • NY
            • OR
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI

            Chris, a valued member of the Summit Wealth Management Group, is zealous about providing comprehensive professional financial and estate planning to his clients.  He manages the portfolio construction and oversees date-to-day portfolio management.  He has 19 years in the financial industry, beginning his career in 1995 interning with Merrill Lynch.  Chris has worked for Wall Street firms like, Prudential and Morgan Stanley prior to joining UBS in 2012. 

            He earned his B.A. in Economics and Philosophy from San Diego State University in 1996, graduating cum laude.  He has played competitive hockey for over 40 years and has coached youth, travel and high school programs.  He is married to Kelly, who is an Estate Attorney, and has three girls, Cassandra, Sofiya and Raegan.

                • Certified Exit Planning Advisor
                17180 Rancho Bernardo Center
                Suite 100
                San Diego, CA 92128
              • Kim Mason

                Kim Mason

                Senior Client Associate

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                  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.

                        17180 Rancho Bernardo Center
                        Suite 100
                        San Diego, CA 92128

                      Selecting retirement savings plans

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      How do you plan confidently for the retirement you want?

                      Start by building a strategy based on the resources and needs over the course of your life.

                      Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                      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