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$6 trn
UBS Group invested assets
As of 12/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
First Vice President–Wealth Management
James brings his seven years of teaching experience to help clients understand financial matters.
Since joining UBS Financial Services in 1999, James has been working with clients to design, implement and monitor wealth management strategies. His focus is financial planning and portfolio management.
James earned his designation as a Certified Financial Planner™ professional in 2006 and completed the UBS Wealth Advisor Program in 2008. He is qualified in the Portfolio Management Program at UBS Financial Services Inc. to serve as a personal portfolio manager. He graduated from the University of Georgia with Bachelor of Arts degree. James and his wife reside in San Francisco. They enjoy travel and are involved in causes which help children in need.
Certified Financial Planner™ professional
California Insurance License 0C23860
Credentials
Lets connect
First Vice President–Wealth Management
James brings his seven years of teaching experience to help clients understand financial matters.
Since joining UBS Financial Services in 1999, James has been working with clients to design, implement and monitor wealth management strategies. His focus is financial planning and portfolio management.
James earned his designation as a Certified Financial Planner™ professional in 2006 and completed the UBS Wealth Advisor Program in 2008. He is qualified in the Portfolio Management Program at UBS Financial Services Inc. to serve as a personal portfolio manager. He graduated from the University of Georgia with Bachelor of Arts degree. James and his wife reside in San Francisco. They enjoy travel and are involved in causes which help children in need.
Certified Financial Planner™ professional
California Insurance License 0C23860
Credentials
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
