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$7 trn
UBS Group invested assets
As of 12/31/2025
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
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 30 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto, specializing in auditing high-tech and consumer product companies. Josh earned a B.A. in business economics from the University of California, Santa Barbara. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.
CA License #0C37330
UBS Insurance Agency # #0512985
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
Josh has extensive experience analyzing the financial needs and goals of individuals and small business owners. With more than 30 years in the financial services industry, Josh has worked with a wide range of individual clients and large corporations on tax-efficient investing strategies. Prior to working in the investment industry, Josh was a Certified Public Accountant with Ernst & Young LLP in San Francisco and Palo Alto, specializing in auditing high-tech and consumer product companies. Josh earned a B.A. in business economics from the University of California, Santa Barbara. He was designated as Premier Advisor in Sacramento by the National Association of Board Certified Advisory Practices (NABCAP) in 2012. Josh holds Series 7, 63 and 65 securities licenses, as well as life and health insurance licenses.
CA License #0C37330
UBS Insurance Agency # #0512985
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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