Financial planning tailored to your goals

The Haug Duda Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Mountaintop observatory

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.

  •  Rodney Haug Profile Photo

    Rodney Haug

    Managing Director–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • MI
    • MO
    • MT
    • NE
    • NM
    • NV
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI

    Rod graduated from Occidental College, Los Angeles with Bachelor of Arts Degree in International Relations with an emphasis in international economics.

    Prior to working in the financial services industry, he began his career working overseas with the Arabian American Oil Company (ARAMCO). Rod heads up the Haug Duda Group at UBS, which has over 110 years of cumulative experience, overseeing investment management and the design of strategic portfolios.

    He previously served in a similar position at Morgan Stanley where he completed the Investment Management Program at the Wharton School.

    Rod lives in Walnut Creek with his wife Allyson. He has two sons, a grandson, and a newly rescued german sheppard puppy and enjoys swimming, playing golf and travelling.

          1255 Treat Blvd
          Suite 1000
          Walnut Creek, CA 94597
        • Oliver Duda Profile Photo

          Oliver Duda

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • MA
          • MD
          • MI
          • MO
          • MT
          • NC
          • NE
          • NM
          • NV
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI

          Oliver's career began as an intern at Morgan Stanley where he remained for 9 years achieving the role of Assoc. Vice President, Financial Advisor. In 2016, Oliver joined UBS Financial Services. He holds the UBS designation of "Wealth Advisor" representing UBS certification to address complex client needs with a comprehensive array of wealth management services. 

          Oliver grew up in the Bay Area although was born in Rome, Italy during his parents emigration from Poland. He is a graduate of Saint Mary’s College of CA. In his spare time, Oliver enjoys travel, golf and cross training. Oliver lives in Walnut Creek, CA with his wife and daughter.

          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
          • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • Saint Mary’s College
          • Wealth Advisor
          1255 Treat Blvd
          Suite 1000
          Walnut Creek, CA 94597
        • Tina Morgado Profile Photo

          Tina Marie Morgado

          Senior Client Associate

          • image
          • image
          • image

            I began my career 44 years ago with Dean Witter and joined UBS in 2016. I have been a member of The Haug Duda Wealth Management Group since 1998, which I have  experienced a variety of roles in the financial Service industry.  My current position is a Senior Client Service Associate, which oversees the team's management of the day to day actions.   My previous positions include, Branch Manager's Assistant, Operations Manager and Client Service Associate.  Among my responsibilities, I specialize in client performance reporting, administrative research, client relationship support, event coordinator, marketing and have extensive knowledge and experience in the financial industry.  I am dedicated to exceeding the needs of our client expectations and  experiences.

            In my free time, I enjoy traveling, volunteering, cooking and beach time. I am a member of the Colombo Club and Lodi Italian Club.  I reside in Pleasant Hill and spend most weekends with friends and family at our Lodi home.  I am also a very proud Nana to my grandson, Dean.

            "Listening to what our clients say – but also reading between the lines – is key to understanding exactly what they hope to achieve and how we can help them get there"

                  1255 Treat Blvd
                  Suite 1000
                  Walnut Creek, CA 94597
                • Chi Wu Profile Photo

                  Chi Fang Wu

                  Associate Director

                  Client Associate

                  • image
                  • image
                  • CA

                  Chi began his career at Citi Smith Barney in 1999 as a Corporate Services representative and quickly achieved the Client Service Manager role in 2000. Three years later, Chi moved to Loring Ward Advisor Services as a representative and then a Manager, Advisor Services.  He returned to Citi Smith Barney in 2006 as an Assistant Operations Manager and then became a Complex Service Manager in 2010 under Morgan Stanley Smith Barney.  In 2016, he joined UBS Financial Services as an Assistant Operations Manager and then joined The Haug Duda Group in 2018 as a Registered Client Service Associate. Chi holds a B.S. degree in Hospitality Management from San Francisco State University and graduated Magna Cum Laude. Outside of the office Chi enjoys boating and deep sea fishing. He and his wife live in Oakland, CA.

                   

                    • San Francisco State University, B.S. Hospitality Management, Magna Cum Laude
                      1255 Treat Blvd
                      Suite 1000
                      Walnut Creek, CA 94597

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Sustainability matters

                    Seek returns and drive change through sustainable investing

                    Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

                    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

                    Insights