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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • sean hs

    Sean Jahan, CFP®, CIMA®, CDFA®

    Senior Vice President–Wealth Management

    Financial 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 America’s Top Next-Gen (Generation) Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
        sean.jahan@ubs.com
        Sean Jahan, CFP®, CIMA®, CDFA®
        251 South Lake Avenue,Pasadena,CA,91101
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        Eliz Shahverdyan

        Registered Client Associate

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        • CA

        Eliz has over 10 years of banking experience providing
        client excellence, lending, and operational functions.
        She began her career at Citibank in 2011 servicing a
        variety of accounts. After five years, she joined
        Firefighters First Credit Union as a Financial Services
        Consultant II, and later as an Operations Generalist for
        Union Bank Investment Services. 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, a testament to her adeptness in fostering effective communication and rapport with clients.

        She has also successfully passed the Series 7 and Series 66 exams and is currently serving as a registered Client Service Associate.

        During her free time, Eliz enjoys quality time with her children, cooking, prioritizes fitness, and loves to venture out on invigorating hikes.

            • Authorized Officer
            251 South Lake Avenue
            10th Floor
            Pasadena, CA 91101
            eliz.shahverdyan@ubs.com
            Eliz Shahverdyan
            251 South Lake Avenue,Pasadena,CA,91101
          Three generations in apple orchard

          Turn possibilities into a plan

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              A leading global wealth manager

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              Texas flood relief

              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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              Insights

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              Tariffs dominate the headlines, but innovation shapes the future

              The US government’s tariffs are dominating headlines. It remains unclear how severely the recently announced tariffs will impact Switzerland. At the same time, equities have reached new all-time highs. However, risks have not yet been eliminated, and investors should expect market volatility in the near future. This volatility could be mitigated with a diversified portfolio. While President Trump may command the headlines, we believe the future belongs to transformative innovations, such as artificial intelligence. We see any potential setback in equity markets as an opportunity to increase exposure to companies that are leaders in these innovations.

              ubs.com Aug 6, 2025

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              Will the threat to Fed independence harm markets?

              US President Trump has repeatedly criticized the Federal Reserve for taking too long to cut rates, raising concerns about Fed independence. A direct challenge to Fed autonomy could add to the risk premium on US Treasuries and undermine confidence in the US dollar. But our view is that the president is unlikely to take this risk. We expect Fed policy to be guided primarily by labor market and inflation data, leading to around 100 basis points of easing by June 2026.

              ubs.com Aug 4, 2025

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