The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Pensive Man On Boat

Gerald Thomas "Gerry" Montegani Jr., CFP, CIMA

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • MN
  • NM
  • NV
  • OH
  • OR
  • PA
  • UT
  • WA

Education

  • B.S. Finance, Arizona State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Wealth Advisor
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9175

Email Me

The circular economy: What is it?

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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