Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Young family at the beach

Jack Stonhaus

Senior Vice President–Wealth Management

Jack, who began his financial career in 1983, has considerable experience serving the diverse financial and investment needs of investors and providing retirement plans for individuals and institutions. He has worked with Dean Witter and its successor, Morgan Stanley, for more than 15 years as a Senior Vice President - Investments before joining UBS in 2009. Jack has served the community for many years, conducting retirement and investment seminars for The California Public Employees' Retirement Systems (CalPERS), the California Highway Patrol, the I.R.S. and the California Teachers Association.

Jack is also a long time friend to the Valley Children's Hospital Foundation, Fresno Rescue Mission, Fresno Crimestoppers, Doctors Without Borders, and served on the Fresno State Foundations Investment Advisory Council. In 2015, Jack received an Outstanding Citizen Award from the Fresno Police Chief Jerry Dyer and the Fresno & Madera Counties Police Chiefs' Association.

Jack and his wife, Vicki, have been married for more than 41 years, and are proud parents of two children and reside in Fresno.

Registered States:
  • AR
  • AZ
  • CA
  • ID
  • IN
  • MA
  • MT
  • NH
  • NV
  • NY
  • OR
  • SD
  • TN
  • WA
  • WY

Education

  • Bachelors Degree, California State University at Fresno
Fig Garden Financial Center
5200 N Palm - Suite 101
Fresno, CA 93704
  • (559) 248-4024

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The circular economy: What is it?

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.

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

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UBS is a world-leading wealth manager

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