Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Pencil and ruler on blueprints

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

investments

Investment Management

Tailored lending and cash management

Professionals

Retirement planning

Multigenerational planning

Business transition and succession planning

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.

  • Jake Cooper

    Jake Cooper, CFP®, CIMA®

    Financial Advisor

    • image
    • image
    • image
    • CA
    • CO
    • FL
    • HI
    • MA
    • MD
    • MO
    • NJ
    • NV
    • NY
    • OH
    • TX
    • VA
    • WA

      • Arizona State University, Finance
      • Yale School of Management, Investment Management Theory & Practice
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Accredited Wealth Management Advisor℠
      • Chartered Retirement Plans Specialist℠
      • Endowment & Foundation Consultant
      Financial planning
      Education planning
      Retirement planning
      Investing
      Alternative investments
      Equity plans
      Lending services
      Cash management
      1999 Avenue of the Stars
      36th Floor
      Los Angeles, CA 90067
    • Renee Fourcade

      Renee Fourcade, CIMA®, CRPS®

      Senior Vice President–Investments

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 100 Women Advisors, 2017, 2018, 2019, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
      • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
      • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
      • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
      • NAPA Top Women Advisors, 2016, 2019The NAPA rating is awarded annually in September based on information from June to August of the award year.
      • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • Dan

          Dan Brereton

          Wealth Strategy Associate

          • image
          • image
          • image
          • CA
          • CO
          • MD
          • MT
          • NJ
          • NV
          • NY
          • TX

                1999 Avenue of the Stars
                36th Floor
                Los Angeles, CA 90067
              • image

                Maryjo Casselberry

                Senior Client Associate

                • image
                • image
                • CA
                • CO
                • ID
                • MD
                • NV
                • NY

                      1999 Avenue of the Stars
                      36th Floor
                      Los Angeles, CA 90067
                    • image

                      Christopher Bryan

                      Executive Director

                      Western Division Head, Portfolio Advisory Group

                    • image

                      Casey Verst

                      Executive Director

                      Senior Wealth Strategy Consultant

                    • image

                      Jeffrey Lewis

                      Director

                      Senior Wealth Management Banker

                    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

                    Global leader

                    UBS is a world-leading wealth manager