Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

rowing

Gabriel A. Matos

Financial Advisor

During my 14 years in the financial services industry, I've been advising investors on how to work with a structured financial plan that will help them achieve their short and long-term financial goals.

For me is important to establish a relationship with my clients based on trust and confidence. They need to know that I care about their concerns on their economic circumstances and, that together; we will analyze the situation and design a plan that best fits their wishes while taking into consideration their risk tolerance. Spite of the challenge given by the market fluctuations, is the Financial Advisor’s ability that will delineate the path to follow to minimize the impact it has on the clients' minds. This ability falls on the experience and on how well-prepared we are on taking any decision concerning our finances.

With my clients, I emphasize a custom design strategy in asset allocation, financial and retirement planning. I focus on individuals, retirees and corporations. I am FINRA registered and hold Series 7 and 66 securities licenses, as well as licenses for life, health, disability and variable annuities.

I enjoy outside activities such as: tennis, hiking, cycling and spending time with my family. I’m part of the Conservation Trust of Puerto Rico. My wife and I live in San Juan with our two sons. I take pleasure helping others, reason that took me to be part of the UBS Puerto Rico initiatives within our communities.

Registered States:
  • AK
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • PR
  • RI
  • SC
  • TX
  • VA
  • VI
  • WA
  • WI
  • WV

Education

  • University Of Puerto Rico, Bayamon Campus
  • Indiana Wesleyan University, Marion Campus
  • Interamericana University, Metro Campus
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 773-3834

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

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.

Backed by the strength of UBS

A global leader in wealth management

$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

Insights