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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Personal & Community
Kenneth holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #2015722
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Personal & Community
Kenneth holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #2015722
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
