Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Joshua Axel CFP

Managing Director–Wealth Management

Josh began his financial services career with UBS in 2000. Josh is a graduate of California Polytechnic State University, San Luis Obispo. Josh works alongside retired individuals, business owners, and non profit organizations with a focus on financial planning, portfolio construction, and stock option financing. Josh is actively involved in Temple Beth David, and enjoys spending time with various charitable organizations. Josh enjoys golfing, and is a life long baseball fan. Josh lives in Long Beach with his wife Amy and their two daughters, Heather and Samantha.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • California Polytechnic State University, San Luis Obispo

Credentials

  • Senior Portfolio Manager
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9164

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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