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.


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


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


  • 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

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

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 ubs.com/wealthway.

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A global leader in wealth management

$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