Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Jared Papin, CFP

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • B.A. Economics, Magna Cum Laude, University of California, San Diego, 1995 - 2000

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Investing
Retirement planning
Executive compensation
Estate planning strategies
Corporate executives
Philanthropy
Professionals
1200 Prospect Street
Suite 100
La Jolla, CA 92037
  • (858) 729-5212

Email Me

Chess pieces on a chessboard

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Four people meeting in glass office

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Your lifelong financial plan. UBS Wealth Way

Your lifelong financial plan. UBS Wealth Way

Retirement Couple

Retirement readiness

Investment management

Investment management

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

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

Insights