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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kenneth Ken Josefsberg Profile Picture

    Kenneth Josefsberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    Ken joined UBS in April 2009 and has over 20 years experience in the financial services industry. As a Partner in the Rodeo Wealth Management Group, he provides customized investments solutions to ultra-high net worth individuals, institutions and family offices. Prior to joining UBS, Ken was a Sr. Vice President at Wells Fargo Investments in the Private Client Services division. Ken sits on numerous non-profit Boards mostly related to children. Ken and his wife Lisa live in Cheviot Hills with their two daughters Natalie and Stella. Ken's interests include triathlon, skiing and golf.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
        ken.josefsberg@ubs.com
        Kenneth Josefsberg
        131 South Rodeo Drive,Beverly Hills,CA,90212
      • Nikolas Adell Profile Picture

        Nikolas Adell

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
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        • CA
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        • CT
        • DC
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        • FL
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        • HI
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        Nikolas Adell  has been with UBS Financial Services since 2004 and started his career in the Financial Services Industry with major wire houses in 1998. He is Vice-President Investments and holds Series 3,63,65 & 7 as well as California Life & Health Licenses. Outside of the office he enjoys playing golf, skiing,

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            Home Worker FL
            Home Worker FL, FL 000
            nikolas.adell@ubs.com
            Nikolas Adell
            Home Worker FL,Home Worker FL,FL,000
          • Andrew Mason

            Andrew Mason

            Senior Wealth Strategy Associate

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            Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the Rodeo Wealth Management Group, Andrew is responsible for the operational needs of the team through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted Rodeo Wealth Management to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area for the past ten years and enjoys spending time with his fiancée Katie, family and friends, hiking, Jiu Jitsu, and running.

                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                  andrew.b.mason@ubs.com
                  Andrew Mason
                  131 South Rodeo Drive,Beverly Hills,CA,90212
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                UBS Year Ahead 2025

                Roaring 20s: The next stage

                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                Read the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

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                UBS is a leading and truly global wealth manager

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