Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Jeffrey Hill, CFP, AWMA

Senior Vice President–Wealth Management


Jeff Hill serves as a Senior Vice President–Wealth Management and Private Wealth Advisor at UBS Financial Services, Inc.

Prior to joining Lakeshore Partners, he was a partner at Encompass Wealth Management and the lead Wealth Planning Analyst for Northern California.

Mr. Hill holds a Bachelor of Science in Business Administration from the University of Nevada, Reno.  He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth Management Advisor® (AWMA®).  A native of the Bay Area, Jeff is actively engaged in local charities such as They Guardsmen and Keep Tahoe Blue.  He also serves on the Board of Sunset View Cemetary and is a member of the San Francisco Bond Club and Financial Planning Association.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S. Management, University of Nevada, Reno


  • Accredited Wealth Management Advisor

Lending services
Securities-backed lending
Financial planning
Estate planning strategies
Custom portfolios
Alternative investments
Sustainable investing
Professional athletes
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-6340

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UBS and Credit Suisse—stronger than ever

Goals-based planning

Goals-based planning

UBS Wealth Way

UBS Wealth Way

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

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager