Let's move forward. Together.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Three generations on beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kurt B. Hoffman Profile Photo

    Kurt Hoffman, CEPA, CRPC®

    First Vice President–Wealth Management

    Certified Exit Planning Advisor

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    • AZ
    • CA
    • FL
    • ID
    • IL
    • MA
    • NE
    • OR
    • WA

    With over 25 years’ experience in the financial services industry, Kurt has been designated by UBS as a Portfolio Manager for our discretionary portfolio management program referred to as PMP. As part of our financial planning focused practice, we utilize a variety of portfolio management programs with a focus on discretionary management of client portfolios. As part of our PMP focused Advisory practice, Kurt directs our team's asset allocation and portfolio management with a unique stop-loss limit order hedging strategy. Our actively managed balanced portfolios are specifically customized for each client and account type related to their risk tolerance, investment objectives and financial planning goals.

    As a Chartered Retirement Planning Counselor, Kurt works with our Small Business Owner clients to implement qualified retirement plans that are most appropriate for the life cycle of their business'. In addition, Kurt draws on his professional background in Architecture [B. Arch, CPSLO] and Real Estate Development [MRED, USC] to assist our clients in evaluating and considering their real estate holdings as part of their overall portfolios

      • USC, Master of Real Estate Development
      • Cal Poly, SLO, Bachelor of Architecture
      • Certified Exit Planning Advisor
      • Chartered Retirement Planning Counselor℠
      • Portfolio Manager
      Exit planning
      Investing
      Asset allocation
      Securities-backed lending
      Long-term care planning
      Business succession
      Retirement Plan consulting
      Business owners
      1200 Prospect Street
      Suite 100
      La Jolla, CA 92037
    • Lisa Armacost Photo

      Lisa Armacost, CFP®, RICP®

      CERTIFIED FINANCIAL PLANNER™

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      • AZ
      • CA
      • FL
      • ID
      • IL
      • MA
      • NE
      • OR
      • WA

      As a former PhD Research Scientist and credentialed Mediator, Lisa brings a thoughtful and detail-oriented approach to the financial planning process. She draws upon her experience in scientific methodology to incorporate all a client's significant data to create personal, sophisticated and understandable financial plans.

      Lisa believes that a thoughtfully and accurately prepared financial plan is a thing of beauty. It is a dynamic blue print of a person’s financial future – a constantly evolving guide to assist a family with their critical financial decisions. As the team's CERTIFIED FINANCIAL PLANNER™, Lisa is passionate about the value of a sound financial plan as a tool to facilitate our clients' financial well-being and bring peace of mind.

        • Yale University , Organic Chemistry Post-Doctoral Fellowship
        • Wesleyan University, PhD Organic Chemistry
        • University of Rhode Island, BS Chemistry
        • CERTIFIED FINANCIAL PLANNER™
        • Retirement Income Certified Professional
        Financial planning
        Retirement planning
        Education planning
        Legacy planning
        Long-term care planning
        Estate planning strategies
        1200 Prospect Street
        Suite 100
        La Jolla, CA 92037
      • Al Schombs

        Albert Schombs

        Senior Client Associate

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        • CA
        • FL
        • NY
        • WA

         

        Albert Schombs ("Al") joined Family Wealth Management in 2021 as the team's Senior Registered Client Service Associate.  He has a combined 20 years of experience that includes working for both UBS and Merrill Lynch in their New York and San Diego offices.  Al has extensive knowledge of Financial, Forex, and Commodity markets, including precious metals, and holds both the Series 7 and 66 FINRA licenses.

        Al's career began with Merrill Lynch in New York City in 2000, after attending Dowling College on Long Island, where he landed a position with a prominent team in their flagship office on 5th Avenue.  He relocated to Southern California in 2012 and now resides in the Kensington neighborhood of San Diego. In his spare time he enjoys traveling, cooking, winter sports, and flying light aircraft. 

              1200 Prospect Street
              Suite 100
              La Jolla, CA 92037
            • Lisa Snyder

              Lisa Snyder

              Executive Director

              Wealth Planning Strategist

              Current role and areas of expertise

              Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

              Estate and multi-generational planning
              Retirement income and cash flow analysis
              Business continuity and succession planning
              Retirement plans and employee benefits
              Risk and liability management planning
              Charitable giving strategies
              Executive compensation and benefit strategies

              Professional history

              Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

              Education and personal information

              Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.
            • Kevin

              Kevin Dallahan

              Director

              Senior Wealth Management Banker

              Prior to joining UBS, Kevin managed the LA territory as a Regional Banking Manager for Charles Schwab. Kevin holds a B.S. in Management and M.S. in Marketing from St. Joseph’s University.

              As a Senior Wealth Management Banker, Kevin provides expertise in Mortgages, Securities Backed Lending, Commercial Real Estate as well as credit cards. Kevin can also assist with student loan refinancing, small business lending, asset-based lending as well as art, aircraft and yacht financing.

              He holds several active licenses including the Series 7, 63 and NMLS mortgage license.

              Kevin and his wife live in Los Angeles with their 2 sons.
            • Michelle Hollaender

              Michelle Hollaender

              Digital Specialist

              WM USA Digital Strategy & Platforms

            • Dante Oriente

              Dante Oriente, CFP®, CEPA®, AWMA®, Associate Director

              Wealth Planning Specialist

              AUBS Wealth Management Americas

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Goals-based planning

            Goals-based planning

            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.

            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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