Opportunity. Worldwide.

Our global insight matters

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

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Keith Tran, ChFC

Vice President–Wealth Management

Clients who value professional and conservative stewardship of their finances are the primary focus of my practice. Having served clients through two major bear markets, risk management is a core principle of my investment philosophy. Being on the UBS team allows me to leverage my experience with world class resources to work effectively with other trusted advisors such as attorneys and accountants to ensure clients have well-rounded financial and estate plans.

Registered States:
  • AZ
  • CA
  • CO
  • GA
  • IL
  • IN
  • KS
  • NC
  • TX
20 Pacifica
Suite 1500
Irvine, CA 92618
  • (949) 453-5181

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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