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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jeff joined The Encompass Wealth Management Group in April of 2017 from UBS's Northern California market where he was the Wealth Planning Analyst. He has extensive experience simplifying clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. Jeff is committed to understanding you, your family, business and personal priorities, as well as your total financial picture.
A fourth generation Bay Area native, Jeff graduated from the University of Nevada, Reno with a B.S. in Business Administration. He has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor® designations, two professional designations that require rigorous education, examination, experience and ethics requirements. He holds the Series 7, 9, and 66 securities licenses and Life, Health, and Long Term Care insurance licenses. He is active in charities that support the environment, military, pets, and children including The Guardsmen, The Monte Foundation, Surfers Healing, League to Save Lake Tahoe, and Protect our Winters.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Jeff joined The Encompass Wealth Management Group in April of 2017 from UBS's Northern California market where he was the Wealth Planning Analyst. He has extensive experience simplifying clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. Jeff is committed to understanding you, your family, business and personal priorities, as well as your total financial picture.
A fourth generation Bay Area native, Jeff graduated from the University of Nevada, Reno with a B.S. in Business Administration. He has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor® designations, two professional designations that require rigorous education, examination, experience and ethics requirements. He holds the Series 7, 9, and 66 securities licenses and Life, Health, and Long Term Care insurance licenses. He is active in charities that support the environment, military, pets, and children including The Guardsmen, The Monte Foundation, Surfers Healing, League to Save Lake Tahoe, and Protect our Winters.
Personal & Community
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
