Creative. Collaborative. Confident.

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John Halperin

Senior Vice President–Wealth Management

Athletes and Entertainers Consultant

John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.

His comprehensive wealth management approaches focus on these areas:

Longevity planning, including retirement income and insurance planning
Wealth transfer strategies, including inheritance and business succession planning
Life transition planning for marriage, divorce or loss of a loved one

John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the UBS Athletes and Entertainers Consultant designation, Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.

Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his wife Mindy and three kids.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The 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

Credentials

  • Athletes and Entertainers Consultant
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3800

Email Me

Understanding the unique needs of entertainment professionals

As a successful entrepreneur, executive or entertainment professional, you have that something extra: the drive that has put you at the top of your industry. With such success comes complexity. You have the vision; now you need the plan.

Over the past 25 years, I have had the privilege of advising a diverse group of successful entertainment professionals. I understand the unique challenges and opportunities that come from working in a highly creative industry.

Whatever your role in the entertainment industry—senior executive, working professional or creative artist—your life is unique with its own characteristics, earnings profile and variable career span. You require a Financial Advisor who knows the industry and understands your total financial picture. I can help craft creative financial strategies that account for the distinctive dynamics of your career.

I work with sophisticated, tenacious and creative clients who expect no less from their wealth advisor. They count on me for the confidence that comes from a comprehensive approach.

- John Halperin
Swimmer

UBS Sports & Entertainment

When incredible financial opportunities come your way

Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Your comprehensive plan

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Your customized investments

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Your personalized service

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Halperin Profile Photo

    John Halperin

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President–Wealth Management with UBS Financial Services Inc. He understands that it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When he talks about wealth management, he wants to learn about those life questions that are on your mind and, together, help you find the answers.

    His comprehensive wealth management approaches focus on these areas:

    • Longevity planning, including retirement income and insurance planning
    • Wealth transfer strategies, including inheritance and business succession planning
    • Life transition planning for marriage, divorce or loss of a loved one

    John received his M.F.A. from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds the Certified Investment Management Consultant® designation, the UBS Wealth Advisor designation, the life and health insurance licenses and the Series 7, 31, 63 and 65 securities licenses.

    Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network and the Investments & Wealth Institute, and volunteers at weSPARK Cancer Support Center and Jewish Big Brothers. John resides in Bel Air, CA, where he enjoys spending time with his three kids.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

    • University of Southern California, M.F.A.
    • University of Michigan, Ann Arbor, B.A.
      131 South Rodeo Drive
      Suite 300
      Beverly Hills, CA 90212
    • michael

      Michael Gordon

      Wealth Strategy Associate

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      • image
      • AL
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • HI
      • ID
      • IL
      • KS
      • MA
      • MD
      • ME
      • MI
      • MN
      • MS
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WY

      Mr. Michael Gordon graduated from UCLA with a Bachelor of Arts in English and has worked in nonprofits before turning to the world of finance in 2021. He utilizes his communication and interpersonal skills through a stewardship model approach to provide excellent service to all clients and their accounts in any task. As a Registered Client Service Associate, he is devoted to the client service model here at UBS and our culture of professional development mixed with personal growth.

      Michael lives in Sherman Oaks and spends his free time cooking, hiking, and birdwatching with his wife Tania and their two dogs Toby and Marbles.

            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212

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