Wealth advice for your life's goals

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.

Four people meeting in glass office

Gregory Smith

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

  • United State Olympic Trials Competitor
  • United States Masters Swimming
Registered States:
  • AK
  • AZ
  • CA
  • FL
  • GA
  • IL
  • MA
  • NC
  • NH
  • NV
  • NY
  • OR
  • TN
  • TX
  • UT
  • WA

Education

  • Bachelor of Science, Business Administration, San Diego State University

Credentials

  • Portfolio Manager
50 West San Fernando Street
8th Floor
San Jose, CA 95113
  • (408) 918-8023

Email Me

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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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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