Your goals. Our comprehensive plan.

Three generations in the front yard

At Gleeson Green Wealth Management Group, we understand the importance of planning for life’s goals. As a diverse multigenerational team of financial advisors, we provide comprehensive planning to generations of families and corporate executives.

For nearly two decades, we have been advising pre-retirees and retirees in the energy, technology and healthcare fields. We know corporate retirement plans inside out—and always provide our clients with advice to address their worries: Will I run out of money? How can I confidently maintain my quality of life in retirement? With deep experience in helping clients along the path to and through retirement, we get involved with the full range of retirement details that matter most, including corporate retirement plans, Medicare, long-term care, Social Security—and everything in between.

Beyond our commitment to retirement planning, we believe in a holistic approach to wealth management that covers all aspects of your financial life. Whether it’s transitioning assets to the next generation or advising on corporate stock strategies, we see the big picture and guide you through the complexities. With our access to the global resources of UBS, one of the world’s largest wealth managers, we offer you the firm’s global perspective and insights.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Candice

    Candice Gleeson, CFP, CRPC

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER®

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Candice focuses on the development and maintenance of prudent investment strategies to help clients pursue their objectives. She has been offering a wide range of financial planning and portfolio management solutions to retirees, corporate executives and affluent families since joining UBS in 1995.

    By developing well-thought-out wealth management solutions, Candice can help lead her clients toward greater opportunities. Her disciplined process helps her clients define a vision of their future, making it possible for them to articulate concerns and hopes for their families or businesses. Candice takes a hands-on, holistic approach to wealth management that addresses her clients' current financial situation, interim goals and long-term investment strategies.

    Candice keeps her clients abreast of her market views and routinely shares investment insights with them. Clients can expect regular, face-to-face meetings to reexamine their overall strategy to make it current, timely and on target with their goals and objectives.

    As a Certified Financial Planner™ certificant, Candice develops comprehensive financial strategies for clients to use as a blueprint for pursuing their targeted goals. In addition, she is a Chartered Retirement Planning Counselor™™, which enables her to focus on the pre and post-retirement needs of her clients. Candice is also a licensed life insurance and long-term care insurance agent and holds Series 7 and 63 securities licenses.

    Candice attended the University of Southern California in Los Angeles. She and her husband, Terrence, live in Point Loma with their golden retriever, Fergus. Candice enjoys supporting Canine Companions for Independence and the Alzheimer's Association.

    CA License #0D66944

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • University of Southern California
    • CERTIFIED FINANCIAL PLANNER®
    • Chartered Retirement Planning Counselor
    600 West Broadway
    Suite 2100
    San Diego, CA 92101
    candice.gleeson@ubs.com
    Candice Gleeson, CFP, CRPC
    600 West Broadway,San Diego,CA,92101
  • Ryan

    Ryan Alexander Green, CFP, CRPC

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER®

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      For years, Ryan has been earning the trust of our clients with a unified approach to wealth management. He began his career with UBS in 2012 as an Intern, taking on roles as a Trade and Processing Specialist, Client Service Associate, and Wealth Strategy Associate before transitioning to his current position of Financial Advisor. 

      As a member of the Andreasen Gleeson Wealth Management Group, Ryan provides both individuals and families comprehensive wealth planning and asset allocation strategies. His broad experience in investment research, single stock concentration issues, as well as trust and estate planning allows him to fulfill his mission of being a strong source of information for clients throughout the many cycles of wealth management and financial planning. Ryan is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™™. He holds Series 7 and 66 securities licenses, and is a notary public. He lives a very active lifestyle and enjoys weight lifting, golfing, sailing, and all things outdoors. 

      CA License #0K32235

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • University of California, San Diego, B.A. Economics, Minor in Business with Finance Emphasis
      • CERTIFIED FINANCIAL PLANNER®
      • Chartered Retirement Planning Counselor
      600 West Broadway
      Suite 2100
      San Diego, CA 92101
      ryan.green@ubs.com
      Ryan Alexander Green, CFP, CRPC
      600 West Broadway,San Diego,CA,92101
    • Anehid

      Anehid Ruiz

      Client Associate

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        Anehid began her career in financial services in 2014 with Bank of America and has since stayed in the industry. She works closely with the team and clients to ensure all client needs are met. Anehid is currently studying for her Series 7 and 66 licenses. She is originally from San Diego. In her time off, she loves to cook, spend time with her family and be out in the sun.

          • Southwestern College, Associates
            600 West Broadway
            Suite 2100
            San Diego, CA 92101
            anehid.ruiz@ubs.com
            Anehid Ruiz
            600 West Broadway,San Diego,CA,92101

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

          Three generations in apple orchard

          Turn possibilities into a plan

          Mountain climbers on peak at sunrise

          A leading global wealth manager

          Building multicultural wealth, together

          Building multicultural wealth, together

          Fausto

          Tariffs, volatility and your portfolio

          Are you ready?

          In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

          We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

          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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