Your lasting legacy

Family photos on shelf

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.

Four people meeting in glass office

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.

  • Bradley Hyldahl updated Profile Photo

    Bradley Hyldahl

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AZ
    • CA
    • FL
    • GA
    • ID
    • IL
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • PA
    • SC
    • TX
    • UT
    • WA
    • WI
    • WY

    Guiding clients from many walks of life

    Brad heads the Hyldahl Wealth Management Group with nearly three decades of financial services industry experience. He is a second-generation financial advisor whose father, Jim Hyldahl, was his partner until retiring recently.  Brad was introduced to finance and investing at a young age when he learned to read the stock and bond tables in the newspaper at the breakfast table with his dad. Brad believes the ability to communicate clearly and listen intently are the most important skills he has developed in providing wealth management advice to a select group of high net worth clients and families—C-suite executives, entrepreneurs, medical and legal professionals, sophisticated investors, and artists.

    As a Certified Private Wealth Advisor® (CPWA®), Brad advises clients in areas that include strategic asset allocation, cash management, corporate executive services and alternative investments, as well as retirement planning and advanced wealth transfer strategies. He and his team believe strongly in close collaboration with other professionals such as tax and estate attorneys, in order to incorporate a variety of perspectives into a comprehensive wealth management approach. Brad cares deeply about the clients and families he serves and works proactively to help them achieve their goals and philanthropic endeavors.

    Credentials that build confidence

    ·         B.A., English literature, University of California at Santa Barbara

    ·         Certified Private Wealth Advisor® (CPWA®)

    ·         Series 7 and 63 securities licenses

    California Insurance License #0B86703

    Outside the office

    Brad and his wife, Michelle, have two grown children and live in Rancho Bernardo. He has spent many years as a volunteer in youth sports, particularly soccer, and is a career mentor to college students interested in financial services and wealth management. Brad also enjoys golf and body surfing.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.

        17180 Rancho Bernardo Center
        Suite 100
        San Diego, CA 92128
        brad.hyldahl@ubs.com
        Bradley Hyldahl
        17180 Rancho Bernardo Center,San Diego,CA,92128
      • T updated photo

        Therese Tamagni

        Wealth Management Associate

        • image
        • image
        • image
        • AZ
        • CA
        • GA
        • MI
        • MT
        • NV
        • TX
        • UT
        • WA
        • WY

        Client service built on trust and clear communication

        Therese performs multiple roles on the team, from operational duties to onboarding clients, developing financial plans and other key functions. She enjoys helping clients and getting to know them on a personal basis while building a foundation of trust on communication, patience and accuracy. She believes in always putting clients first.

        Therese’s father was a UBS Financial Advisor who would often bring her into the office, where she enjoyed watching him converse with clients and help them achieve their financial goals. She worked at MetLife in the Case Design unit, creating client financial plans, before joining UBS as a Branch Office Administrator and Client Service Associate.

        Credentials that build confidence

        ·         B.S., finance, San Diego State University

        ·         Series 7 and 63 securities licenses

        CA Insurance License #0K63914

        Outside the office

        Therese and her husband, Nick, have one daughter, Ellie. Therese is active at Ellie’s school on the parent–teacher board. In her spare time, she loves outdoor activities, especially camping and running.

              17180 Rancho Bernardo Center
              Suite 100
              San Diego, CA 92128
              therese.tamagni@ubs.com
              Therese Tamagni
              17180 Rancho Bernardo Center,San Diego,CA,92128

            Why does A.I. in space matter?

            Outlook on interest rates

            Tree

            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            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.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights