Let's move forward. Together.

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Melinda has 40 years of experience providing investment advice and wealth strategies to high-net-worth families, corporate executives, and professional individuals.

As Senior Vice President with UBS, Melinda and her team utilize their Four Key process. Working with their clients through this process results in a well-designed Wealth Plan. She is focused on Liquidity, Longevity, and building your Legacy. Collaborating with her clients' other advisors (CPA, Attorney), there is a shared approach giving the client an integrated Wealth Plan.

Melinda holds herself to a higher standard which is why she is a Certified Investment Management Analyst (CIMA). It means that her clients are working with someone who understands the financial complexities and risks that come with being in a high tax bracket, and perhaps most important, someone who understands how individual investments are being managed and how they work together.

Melinda is based in the Pasadena office of UBS. She and her husband Chuck have been married since 1984, and live near Simi Valley where they raised two children, Matthew and Ashley. Matthew joined the Marines (2005-2009) and served two tours in Iraq. He lives with his wife Rachel in Lakeside, California. Ashley received a degree in Molecular and Cellular Biology from Cal State Channel Islands and is working for a research laboratory in Goleta, California.

• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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, 2023The 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.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Certified Investment Management Analyst®
• Wealth Advisor

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Sean began his career in one of the equity market's most tumultuous months on record—and over the years has helped clients manage their wealth through good times and bad. As a portfolio manager, Sean  emphasizes asset allocation with a focus on retirement income planning. Sean's clients benefit from his knowledge having attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.

As a CFP® professional Sean had to complete a comprehensive course covering topics such as education planning, retirement planning, investment planning, income tax planning, estate planning, insurance planning and ethics. Anyone can call themselves a financial planner but only those who have fulfilled the certification and renewal requirements of the CFP® board can display the CFP® mark.

As a CIMA® professional, Sean graduated from the Yale School of Management taking a course specifically designed to better construct portfolios for clients. Using different risk metrics and combining behavioral finance, Sean is able to properly navigate the most appropriate portfolio for each client situation.

Having these designations demonstrates Sean's ongoing dedication for knowledge and using that knowledge to benefit clients.

Sean's degree is in management from Cal State Northridge. He and his wife Diana enjoy spending time outdoors hiking, golfing, camping, scuba diving, traveling and enjoying new restaurants with friends and family. They both enjoy serving the community through philanthropic giving and time.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• Certified Divorce Financial Analyst
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®

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With over 30 years of experience in financial services, Michael began his career as a Financial Advisor in 1991. For three decades, he has provided clear and consistent guidance, helping his clients manage their portfolios through prosperous as well as turbulent economic times.

Michael is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received his Financial Planning Certificate from the University of California, Los Angeles. As a Chartered SRI Counselor SM (CSRIC®), Michael is experienced in sustainable, responsible, and impact investments making him knowledgeable in evolving ESG investment strategies. He received his bachelor’s degree in Economics from California State University, Northridge.

In his free time, Michael enjoys outdoor sports, such as cycling, hiking, and skiing. He has even cycled the 545 miles from San Francisco to Los Angeles.

• Forbes Best-in-State Wealth Management Teams, 2023The 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.

• CERTIFIED FINANCIAL PLANNER™
• Chartered SRI Counselor℠

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Richard has a history of providing exemplary service to clients and Financial Advisors through effective account administration. He started his career at Citigroup, where he has experience working with high-net-worth individuals and families. He has a passion for customer support and works as a conduit for advisors and clients to ensure client transactions are accurate and compliant.

With clients, Richard has noticed an increasing demand for knowledgeable administration of retirement plans for businesses and their employees. As a Chartered Retirement Plan Specialist (CRPS), Richard can help business owners and employees to maximize retirement plan benefits.

Richard holds Series 7 and 66 licenses and graduated from UCLA. In his leisure time, Richard enjoys watching sports, listening to music from the 90s, and playing with his dog, Bruce. He is also a member of the Pasadena Tournament of Roses where he has helped to ensure the success of the Rose Parade since 2013.

• Chartered Retirement Plans Specialist℠

Eliz has over 10 years of banking experience providing client excellence, lending, and operational functions. She began her career at Citibank servicing a variety of accounts. She strives to go above and beyond for clients in any way possible.

Eliz earned her bachelor’s degree in communication studies from California State University of Northridge. During her free time, Eliz enjoys hiking, cooking, and spending time with her two children.