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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First Vice President–Wealth Management
After graduating from Cal State Long Beach with a degree in Accounting, Fred earned 14 years of experience working in industry managing senior-level finance positions at various companies in Orange County. Fred began his career in the Securities Industry in 1992. Fred is a Certified Investment Management Analyst and a Senior Investment Management Consultant. He has diligently and conscientiously managed both private client wealth and qualified retirement plan assets for over 16 years. Fred has authored articles for a number of trade journals and speaks periodically for various groups.
Education
Credentials
First Vice President–Wealth Management
After graduating from Cal State Long Beach with a degree in Accounting, Fred earned 14 years of experience working in industry managing senior-level finance positions at various companies in Orange County. Fred began his career in the Securities Industry in 1992. Fred is a Certified Investment Management Analyst and a Senior Investment Management Consultant. He has diligently and conscientiously managed both private client wealth and qualified retirement plan assets for over 16 years. Fred has authored articles for a number of trade journals and speaks periodically for various groups.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
