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$5+ trillion
In invested assets globally
As of 11/07/2023
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
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
