Wealth advice for your life's goals

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

Workplace

John Brunello, CFS, AAMS, CRPS

Senior Vice President–Wealth Management

Financial Advisor

I leverage years of investment experience and a no-nonsense approach to personally assist organizations with their retirement plans as well as individuals and families manage their wealth through all stages of life. Through UBS I assist clients in areas such as corporate retirement plans (401K, 403B...), financial planning*, college saving, the development and implementation of estate planning strategies and strategic charitable giving. In the past I have served as a keynote speaker before industry professionals, been quoted as an industry authority in leading business and trade publications (including Investor’s Business Daily), as well as a featured guest lecturer at The George Washington University in Washington, DC.

*Financial planning services are provided in our capacity as registered investment advisors


Personal & Community

  • Involved with various Bay Area philanthropic, professional and service organizations
  • Served as director of finance for non-profit cultural organization
  • Served as a board member of three Bay Area non-profit organizations
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • KS
  • LA
  • MA
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Georgetown University, Washington, DC
  • Economics, Law and Government, American University, Washington, DC

Credentials

  • Senior Retirement Plan Consultant
  • Accredited Asset Management Specialist
  • Chartered Retirement Plans Specialist
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-6705

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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