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
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA

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

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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
Texas

Texas flood relief

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.

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.

Coworkers around table in lobby

Retirement plan services

Train crossing a bridge at sunset

Approach your financial future with confidence

Three generations in apple orchard

Turn possibilities into a plan

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

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