Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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.
$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
