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.

Co-workers

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
  • KY
  • MA
  • MD
  • MI
  • 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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

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Los Angeles fire relief

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.

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As of 06/30/2024

51 countries

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