Experience

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.

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.

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.