Insight-based advice

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Mountaintop observatory

John Cowley

Vice President–Wealth Management

Senior Portfolio Manager

John Cowley has worked in the financial services industry since 1996. As a Financial Advisor, he creates personalized retirement plans that act as a client's road map to their financial goals. John meets and talks with clients on an ongoing basis to make certain that their asset allocation reflects any changes life may bring.

John graduated from the California State University of San Bernardino in 1998 with a Bachelor of Arts in Finance. He has furthered his education by achieving the designation of Senior Portfolio Manager.

John enjoys golfing and cooking. He also coaches his children's soccer, baseball and softball teams. John, his wife, Emily, and their two children live in Upland, California.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MT
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • WA

Education

  • Bachelor of Arts in Finance , California State University of San Bernardino

Credentials

  • Senior Portfolio Manager
135 S. State College Blvd
Suite 650
Brea, CA 92821
  • (714) 256-5463

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Multicultural

Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights