Wealth advice for your life's goals

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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.

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

    Scott Fortner

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NV
    • NY
    • OH
    • OK
    • 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, 2019The 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, 2024The 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
    • Leslie 2022

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

      Executive Director

      CERTIFIED FINANCIAL PLANNER™

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NJ
      • NV
      • NY
      • OH
      • OK
      • OR
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WV
      • 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
        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
      • Christine Lee

        Christine Lee

        Client Associate

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        • 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
          • Jill

            Jill Burke

            Client Associate

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                • University of Southern California , Bachelors
                  2121 Rosecrans Avenue
                  Suite 1300
                  El Segundo, CA 90245
                • Jeff

                  Jeffrey Lewis

                  Director

                  Senior Wealth Management Banker

                  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

                  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.

                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.

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                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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