How can you pursue what matters most?

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Juleane Spittler is a seasoned Financial Advisor at UBS, guiding clients through complex financial decisions with clarity and expertise. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Exit Planning Advisor (CEPA), she specializes in wealth management, retirement planning, business succession strategies, and tax-efficient planning.

Juleane holds a double major in Business Economics and Communication from UC Santa Barbara, where she graduated with honors, and a Master’s in Taxation and Financial Planning from San Diego State University. Renowned for her analytical insight and personalized approach, she builds lasting relationships with executives, entrepreneurs, and multigenerational families, helping them align their financial strategies with their life goals.

• CERTIFIED FINANCIAL PLANNER®

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Chris Jette joined UBS in 2012 and has three decades of experience in the financial services industry. He specializes in retirement and estate planning, helping clients develop customized strategies to build, preserve, and transfer wealth across generations. Chris also advises business owners on succession strategies and value optimization. He leads portfolio construction and oversees daily portfolio management, ensuring alignment with each client’s financial goals.

Chris holds a B.A. in Economics and Philosophy from San Diego State University, graduating cum laude. Outside of work, he’s a lifelong hockey player and coach, having led youth, travel, and high school teams with the same discipline and focus he brings to his advisory practice.

• 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.