How can you pursue what matters most?

Boardwalk along the ocean

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations in front yard

Pursuing your goals together

Experience is not just what you know, but what you have done. To our clients, there is no greater truth.

For more than two decades, our team’s unmatched service forms the basis for our long-term relationships. Since 1991, our team has adapted a comprehensive approach. We look at everything, including lifestyle management, risk assessment, portfolio construction, in addition to strategies to protect your future.

It’s a difference our clients and their families notice and appreciate.

  • Mark Fasano Profile Photo

    Mark Fasano

    Managing Director–Wealth Management

    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Mark has been a part of the financial services industry for nearly 29 years, having started with E.F. Hutton in 1986. He conducts the performance analysis on the universe of private and public portfolio managers and is an accredited Private Wealth Advisor for UBS. He also serves on the board or UBS’s Alternative Investment Advisory Council. In 2008, Mark was honored among a select group of advisors in the country for UBS’s “Winner’s Circle.” Read full biography

      • Elmira College, B.S.
      • Senior Portfolio Manager
      • Private Wealth Advisor
      15260 Ventura Blvd
      Suite 1800
      Sherman Oaks, CA 91403
    • Jason Krischer Profile Photo

      Jason Krischer, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY
      Jason joined the financial services industry and UBS in 2006. He works with small business owners, entrepreneurs and professionals, assisting them with portfolio management, goal-based financial planning and risk mitigation. Jason graduated with a bachelor of science degree in science, with honors from the University of Illinois in Urbana-Champaign, IL. Read full biography

        • University of Illinois, B.S. Finance, with honors
        • Southwestern University School of Law, J.D., summa cum laude
        • CERTIFIED FINANCIAL PLANNER™
        15260 Ventura Blvd
        Suite 1800
        Sherman Oaks, CA 91403
      • Shawn Shafer Profile Photo

        Shawn Shafer

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

              15260 Ventura Blvd
              Suite 1800
              Sherman Oaks, CA 91403
            • Ruben Quezada Profile Photo

              Ruben Quezada

              Senior Client Associate

              • image
              • image

                Ruben is a Client Service Associate at the Encino, California office of UBS Financial Services Inc. Ruben started his career in the operations department at Smith Barney where he worked for 10 years, and later as a Client Service Associate at Merrill Lynch’s Private Banking Group. Ruben served his country as a Legal Yeoman in the US Navy for 8 years. Ruben was awarded the following commendations while in the military: Navy Achievement Medal, Armed Forces Expeditionary Medal, Navy Expeditionary Medal, Good Conduct Medal, Navy “E” Ribbon, (two) Meritorious Unit Commendations.

                      15260 Ventura Blvd
                      Suite 1800
                      Sherman Oaks, CA 91403
                    • image

                      Ryan Godliman

                      Senior Wealth Strategy Associate

                      • image
                      • image
                      • CA

                            15260 Ventura Blvd
                            Suite 1800
                            Sherman Oaks, CA 91403
                          • image

                            Erna Ancheta

                            Client Associate

                            • image
                            • image

                                    15260 Ventura Boulevard
                                    Suite 1800
                                    Sherman Oaks, CA 91403

                                  The circular economy: What is it?

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational 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