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Global leader
UBS is a leading and truly global wealth manager
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor and Wealth Manager located in Southern California, I established my strongest relationships with my global corporates and Ultra High-net-worth entrepreneur clients home and abroad. Drawing on my 24 years' experience and knowledge, I offer customized local and cross-border wealth management solutions and personalized services. These solutions include but not limited to Cash Management, Investment Advisory, Hedge fund, Private Equity and Direct Investments, Lending, Concentration Position Solutions, Wealth Protection Solutions, Estate Planning Strategies, and Philanthropy Solutions.
I work closely with my clients to develop the wealth management strategies tailored-made to their needs. I have managed clients' fortunes through 20 market corrections and three recessions. I manage and protect the continued prosperity of more than 35 successful business owners and their families. I relentlessly seek knowledge to stay equipped to address the issues that impact the clients. I believe there are rare opportunities to make a major impact in the markets, but I am prepared for them every day. I personally meet with every one of my clients to go over their concerns and discuss the potential market volatilities have on the clients' portfolios for their short to long term financial goals. This ensures that I have thorough understanding of the clients' objectives, and have client set the realistic expectations, with an understanding of the risks and rewards inherent in their investments strategies. Client will always be connected to their money when working with me. I stay actively engaged and take a hand-on approach, which enables me to anticipate clients' needs. With proper strategies, client can maintain control over their legacy, while still can do the direct investments. For my clients, wealth is not just net worth, but what they can do with it. I help my clients make their imprints on the world.
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor and Wealth Manager located in Southern California, I established my strongest relationships with my global corporates and Ultra High-net-worth entrepreneur clients home and abroad. Drawing on my 24 years' experience and knowledge, I offer customized local and cross-border wealth management solutions and personalized services. These solutions include but not limited to Cash Management, Investment Advisory, Hedge fund, Private Equity and Direct Investments, Lending, Concentration Position Solutions, Wealth Protection Solutions, Estate Planning Strategies, and Philanthropy Solutions.
I work closely with my clients to develop the wealth management strategies tailored-made to their needs. I have managed clients' fortunes through 20 market corrections and three recessions. I manage and protect the continued prosperity of more than 35 successful business owners and their families. I relentlessly seek knowledge to stay equipped to address the issues that impact the clients. I believe there are rare opportunities to make a major impact in the markets, but I am prepared for them every day. I personally meet with every one of my clients to go over their concerns and discuss the potential market volatilities have on the clients' portfolios for their short to long term financial goals. This ensures that I have thorough understanding of the clients' objectives, and have client set the realistic expectations, with an understanding of the risks and rewards inherent in their investments strategies. Client will always be connected to their money when working with me. I stay actively engaged and take a hand-on approach, which enables me to anticipate clients' needs. With proper strategies, client can maintain control over their legacy, while still can do the direct investments. For my clients, wealth is not just net worth, but what they can do with it. I help my clients make their imprints on the world.
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 ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
