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$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
After Graduating from San Diego State University, Greg worked as a post-production supervisor for motion pictures and television at MGM Studios in Los Angeles. He dedicated 12 years to competitive swimming and previously competed at the United States Olympic Swimming Trials. He still competes with the United States Masters Swimming, competing in the US Masters World Swimming Championships. Greg also enjoys motorcycle riding, cycling, music and traveling.
CA insurance license #0B20298
Personal & Community
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Credentials
Senior Vice President–Wealth Management
After Graduating from San Diego State University, Greg worked as a post-production supervisor for motion pictures and television at MGM Studios in Los Angeles. He dedicated 12 years to competitive swimming and previously competed at the United States Olympic Swimming Trials. He still competes with the United States Masters Swimming, competing in the US Masters World Swimming Championships. Greg also enjoys motorcycle riding, cycling, music and traveling.
CA insurance license #0B20298
Personal & Community
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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UBS is a world-leading wealth manager
