Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

John Fogarty

Senior Vice President–Wealth Management

Financial Advisor

John has been a Financial Advisor for over 25 years, is a CERTIFIED FINANCIAL PLANNER™, and is a member of the UBS Equity Plan Advisory Service (EPAS) group. He has experience overseeing equity compensation plans and 10b5-1 plans for companies and their executives.  To leverage off this knowledge, John leads a team that is focused on developing and maintaining customized investment strategies for corporate executives, business owners, and affluent families. Specific to corporate executives, his team has extensive experience with corporate incentive programs including equity compensation (i.e. stock options, RSUs, etc.), and can incorporate these awards into their overall financial plans.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER™
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

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Eric Hernandez

Senior Vice President–Wealth Management

Financial Advisor

Eric Hernandez is a member of the firm's Corporate Employee Financial Services (CEFS) group which serves executives and employees of public companies. He creates tailored investment strategies based on UBS's research capabilities and client's individual objectives. He joined UBS in January 2009 after more than six years at Morgan Stanley. Eric earned his B.A. in Economics and Psychology from the University of Southern California.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Southern California, B.A. in Economics and Psychology
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

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Matthew Donald Wofford

Wealth Strategy Associate

Matt Wofford is a Registered Wealth Strategy Associate and a Corporate Stock Benefit Analyst. He is a graduate from the University of Southern California where he received his B.S. degree in Business Administration and a Minor in Sports Media Studies.  Matt joined UBS in June 2016 where he worked in the UBS Internship program through his graduation in May 2017.  Matt enjoys golfing, fishing, surfing, and watching Trojan Football.

Registered States:
  • CA
  • MA
  • RI

Education

  • University of Southern California, Business Administration and a Minor in Sports Media Studies
515 South Flower Street
Suite 5000
Los Angeles, CA 90071

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Gina Runions

Client Associate

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • KS
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • OK
  • TN
  • TX
  • UT
  • WA
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

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Jason Kazuki Asano

Wealth Strategy Associate

Registered States:
  • CA
  • DE

Education

  • University of California, Los Angeles, B.A in Economics and a minor in Entrepreneurship
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

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Misty Escobedo

Client Associate

Registered States:
  • CA
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740

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