Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Joe leads The Thompson Katzaroff Group as the premier CERTIFIED FINANCIAL PLANNER™ (CFP®) an educational credential issued by the Certified Financial Planner Board of Standards, Inc. Joe began his career at UBS and has been a Wealth Advisor for 24 years. Joe earned his B.S. in Business Administration Finance from California State University, Long Beach. He married Barbara, his college sweetheart and they are raising four children. His oldest daughter is currently attending the University of Oregon. In his spare time he enjoys mountain biking and working out.
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.
Education
Credentials
Managing Director–Wealth Management
Joe leads The Thompson Katzaroff Group as the premier CERTIFIED FINANCIAL PLANNER™ (CFP®) an educational credential issued by the Certified Financial Planner Board of Standards, Inc. Joe began his career at UBS and has been a Wealth Advisor for 24 years. Joe earned his B.S. in Business Administration Finance from California State University, Long Beach. He married Barbara, his college sweetheart and they are raising four children. His oldest daughter is currently attending the University of Oregon. In his spare time he enjoys mountain biking and working out.
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.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
