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.

Co-workers in a lobby

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
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • 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
  • (702) 567-4182

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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