Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


John Fullerton

Financial Advisor

Post-college, John began his journey of helping tennis players of all abilities enjoy and improve their game, working as a coach with both individuals and high school/college teams. Promising his mother he wouldn't turn 40 on a tennis court, he joined Smith Barney as a trader to learn about the world of investing. In 2000, he joined Schwab as an Investment Specialist, helping investors manage their portfolios. After managing clients through 2 bear markets, he is well aware that performance always takes a back seat to protecting a client's downside, keeping a healthy mix of non-correlating assets to navigate the swings of the markets.

As a Financial Advisor at UBS, he continues to manage his clients' investments, as well as adding the ability to bring lending capabilities, insurance and annuities, and retirement planning. His value is not in performance numbers, but rather in his ability to listen to a client's goals and dreams, and manage them through the daily obstacles of the capital markets to fulfill those dreams.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • NC
  • NJ
  • NY
  • OR
  • UT
  • VA
  • WA
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3861

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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.

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Backed by the strength of UBS

A global leader in wealth management

$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