Wealth advice for your life's goals

At Fortner Wealth Management we provide a hands-on approach to financial planning and a grounded perspective on all the critical decisions you face. Because managing risk is at the core of everything we do, we keep a watchful eye on your short-term needs and your long-term goals. Count on us for the intellectual muscle and protective financial guidance to see you through every stage of life.

As a team, we offer specializations in the critical areas of wealth management, including financial planning, portfolio management, retirement income planning, risk management and banking services. While we are confident and professional, we pride ourselves on being approachable, friendly and down-to-earth. We've been told our genuine rapport rubs off on our clients, and that's how we have built and maintained such lasting relationships.

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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.

Scott Fortner

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- NE
- NJ
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Scott joined UBS Wealth Management in 1980 with a Business Degree from the University of Southern California and has been with the firm ever since. A native of Southern California, he is a Senior Vice President-Investments and a Senior Portfolio Manager. Scott is responsible for the day to day investment management and overall asset allocation of the portfolios. Scott is married with two children and lives in Manhattan Beach.
- Forbes Best-in-State Wealth Advisors, 2019, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Senior Portfolio Manager
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

scott.fortner@ubs.com

Scott Fortner

2121 Rosecrans Avenue,El Segundo,CA,90245
Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

Executive Director

CERTIFIED FINANCIAL PLANNER®
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- MN
- NE
- NJ
- NV
- NY
- OH
- OR
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Leslie started in wealth management in the year 2000, a year after she graduated from UCLA with a B.S. in Psychobiology. She originally wanted to become a physician but was drawn to Wall Street. As a financial advisor, Leslie is fulfilled by her work in helping others in their financial wellness journey. She joined UBS in 2012 as a manager after spending nine years at Merrill Lynch and Morgan Stanley. After 15 years managing multiple branch offices, she transitioned to a full time advisor role.

Leslie is very passionate about higher education and lifelong learning. She obtained her MBA in Finance in 2005 from the USC Marshall School of Business, where she sat on the Student Investment Fund managing a portion of the school's endowment. She earned the Certified Financial Planner™ certification in 2010, the Chartered Financial Analyst® in 2019, the Certified Private Wealth Advisor® certification in 2020, and the Certified Exit Planning Advisor designation in 2023.

Leslie, her husband and their two daughters live in La Cañada Flintridge, where she serves as a trustee of the La Cañada Educational Foundation Endowment. She loves her coffee in the morning and wine in the evenings.
- USC Marshall School of Business, M.B.A.: 2003 - 2005
- UCLA, B.S.: 1995 - 1999
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
- Certified Exit Planning Advisor
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

leslie.chang@ubs.com

Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

2121 Rosecrans Avenue,El Segundo,CA,90245
Christine Lee

Registered Client Associate
View bio
- AZ
- CA
- CO
- IL
- IN
- LA
- MA
- MT
- NJ
- NV
- NY
- TX
- WI
Christine Lee is a Senior Registered Client Service Associate who has been at UBS since 2009. She brings a wealth of experience and knowledge given her extensive tenure in financial services that dates back to 1997. Outside of work, Christine loves to spend quality time with her grandson and at the gym staying fit.
- Roosevelt University
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

christine.lee@ubs.com

Christine Lee

2121 Rosecrans Avenue,El Segundo,CA,90245
Jill Burke

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- GA
- NJ
- NV
- NY
- OR
- WA
- University of Southern California , Bachelors
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

jill.burke@ubs.com

Jill Burke

2121 Rosecrans Avenue,El Segundo,CA,90245

Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.

Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.

Education and personal information

In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.

Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Lisa Snyder

Executive Director

Wealth Planning Strategist

View bio

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.

Scott Fortner

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- NE
- NJ
- NV
- NY
- OH
- OR
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Scott joined UBS Wealth Management in 1980 with a Business Degree from the University of Southern California and has been with the firm ever since. A native of Southern California, he is a Senior Vice President-Investments and a Senior Portfolio Manager. Scott is responsible for the day to day investment management and overall asset allocation of the portfolios. Scott is married with two children and lives in Manhattan Beach.
- Forbes Best-in-State Wealth Advisors, 2019, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Senior Portfolio Manager
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

scott.fortner@ubs.com

Scott Fortner

2121 Rosecrans Avenue,El Segundo,CA,90245
Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

Executive Director

CERTIFIED FINANCIAL PLANNER®
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- MN
- NE
- NJ
- NV
- NY
- OH
- OR
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Leslie started in wealth management in the year 2000, a year after she graduated from UCLA with a B.S. in Psychobiology. She originally wanted to become a physician but was drawn to Wall Street. As a financial advisor, Leslie is fulfilled by her work in helping others in their financial wellness journey. She joined UBS in 2012 as a manager after spending nine years at Merrill Lynch and Morgan Stanley. After 15 years managing multiple branch offices, she transitioned to a full time advisor role.

Leslie is very passionate about higher education and lifelong learning. She obtained her MBA in Finance in 2005 from the USC Marshall School of Business, where she sat on the Student Investment Fund managing a portion of the school's endowment. She earned the Certified Financial Planner™ certification in 2010, the Chartered Financial Analyst® in 2019, the Certified Private Wealth Advisor® certification in 2020, and the Certified Exit Planning Advisor designation in 2023.

Leslie, her husband and their two daughters live in La Cañada Flintridge, where she serves as a trustee of the La Cañada Educational Foundation Endowment. She loves her coffee in the morning and wine in the evenings.
- USC Marshall School of Business, M.B.A.: 2003 - 2005
- UCLA, B.S.: 1995 - 1999
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Analyst®
- Certified Exit Planning Advisor
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

leslie.chang@ubs.com

Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

2121 Rosecrans Avenue,El Segundo,CA,90245
Christine Lee

Registered Client Associate
View bio
- AZ
- CA
- CO
- IL
- IN
- LA
- MA
- MT
- NJ
- NV
- NY
- TX
- WI
Christine Lee is a Senior Registered Client Service Associate who has been at UBS since 2009. She brings a wealth of experience and knowledge given her extensive tenure in financial services that dates back to 1997. Outside of work, Christine loves to spend quality time with her grandson and at the gym staying fit.
- Roosevelt University
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

christine.lee@ubs.com

Christine Lee

2121 Rosecrans Avenue,El Segundo,CA,90245
Jill Burke

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- GA
- NJ
- NV
- NY
- OR
- WA
- University of Southern California , Bachelors
2121 Rosecrans Avenue
Suite 1300
El Segundo, CA 90245

jill.burke@ubs.com

Jill Burke

2121 Rosecrans Avenue,El Segundo,CA,90245

Jeffrey Lewis

NMLS #947868

Senior Wealth Management Banker, UBS Bank USA

View bio

Current role and areas of expertise

Jeff joined UBS Bank USA in 2013 and he is currently a Senior Wealth Management Banker covering the Los Angeles market.

Jeff has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Jeff began his career in financial services in 1999. Prior to joining UBS, Jeff held management roles at Charles Schwab Bank and PHH Mortgage.

Education and personal information

In Jeff’s role as a Senior Wealth Management Banker his NMLS # is 646233. He holds his Series 7 and 66 securities licenses. He also holds a BA from the University of Arizona.

Outside of the office, Jeff lives in Los Angeles and enjoys playing Golf, Basketball, and Hockey.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.
Lisa Snyder

Executive Director

Wealth Planning Strategist

View bio

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.

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Wealth advice for your life's goals

Pursuing your goals together

Scott Fortner

Leslie Chang, CFA®, CFP®, CPWA®, CEPA®

Christine Lee

Jill Burke

Jeffrey Lewis

Lisa Snyder