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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
