Experience

Jason S. Kaimer is a Financial Advisor with UBS Wealth Management, where he advises successful individuals, multi-generational families, business owners, executives, and nonprofit organizations on the complexities of preserving, growing, and transferring wealth. With more than 37 years of experience in the financial services industry, Jason provides comprehensive guidance across investment management, wealth planning, estate planning, banking and lending, insurance, and philanthropic planning.

Jason joined UBS in 2023 following a distinguished 25-year career at First Republic Bank. Throughout his career, he has built lasting client relationships by delivering sophisticated financial advice with a highly personalized approach. He works closely with clients and their attorneys, accountants, and other trusted advisors to develop integrated strategies that address every aspect of their financial lives.

Known for his accessibility and unwavering commitment to client service, Jason believes that responsiveness is one of the most important qualities an advisor can offer. He takes pride in being exceptionally responsive, proactive, and available to clients, helping them navigate important financial decisions with confidence and clarity.

A San Diego resident for more than 33 years, Jason values the strong sense of community that has shaped both his personal and professional life. Family is at the center of everything he does. He and his wife, Jackie, have three sons, Jacob, Lucas, and Aden. Outside of the office, Jason enjoys spending time with his family, playing golf, hiking, and cycling.

Jason's philosophy is simple: exceptional wealth management begins with listening. By taking the time to understand each client's unique goals, values, and legacy aspirations, he strives to deliver the personalized advice, thoughtful planning, and attentive service that clients have come to expect from The Kaimer Financial Group.

CA Insurance License #0J09445

David Cynkin is a Registered Client Associate with UBS, holding both his Series 66 and Series 7 licenses. He graduated from the University of Oregon’s Business Honors Program in 2023 with a major in finance and a minor in economics. During his time in Oregon, he also worked as a paid intern under the CFO of the University where he gained experience in institutional investment management and financing processes for a large public institution.

 With UBS, David has supported wealth management teams and branches throughout San Diego, gaining exposure to a wide range of perspectives and approaches to client service. He is committed to delivering attentive, white-glove service to ultra-high-net-worth individuals, families, and businesses while continuing to develop his knowledge alongside the team’s experienced Financial Advisors.

 David is a lifelong San Diego native, Torrey Pines High School alumnus, and current Encinitas resident. He is a third-degree black belt in Taekwondo and former competitive freeskier, with an athletic background that also includes water polo, football, and track and field. In his free time, David enjoys traveling throughout Europe and experiencing its diverse cultures.