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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Education
Credentials
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.
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
