Experience

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

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

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.