The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Gary Rosenberg, CFP

Senior Vice President–Wealth Management

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER (CFP®) I have extensive working knowledge of financial planning.  I approach decision making from a risk oriented, goals based perspective.  I work with corporations, corporate executives and high net worth individuals and look forward to meeting you, learning how I can assist, and earning your confidence, trust and business. As a former adjunct professor at the Community College of Southern Nevada and the continuing education division of University of Nevada, Las Vegas, I enjoy educating those that entrust me with their hard earned savings by providing time-tested sound financial advice.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • WA
  • WI
  • WY

Education

  • B.A., Business Administration, California State University at Fullerton

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Business succession
Asset allocation
Women investors
Corporate executives
2475 Village View Drive
Suite 150
Henderson, NV 89074

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Turn possibilities into a plan

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A leading global wealth manager

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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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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