A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Children reading in library

John Puailoa, CFP, ChFC

Account Vice President

Financial Advisor

John's past experience in personal banking compliments his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals.  John graduated from Berklee College of Music and spent eight consecutive semesters on the Dean's list. He developed a unique skill set that he applies to financial planning, investment management and problem solving.

John's volunteer efforts include Guitars 4 Vets and Meals on Wheels, and when he is not in the office he enjoys spending time with his family, playing hockey, and performing with his 10-piece cover band.

CA Insurance #4163346

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • MD
  • MO
  • MT
  • NM
  • NY
  • OK
  • OR
  • SC
  • TX
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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


  • Berklee College of Music


  • Chartered Financial Consultant

Lending services
Securities-backed lending
Financial planning
Long-term care planning
Retirement planning
Legacy planning
Asset allocation
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 479-5253

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation


Exceptional financial strength and stability

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.

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