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KMBA Investment Consulting Group

Retirement plan sponsors face daily challenges simplifying the complexity of a changing regulatory environment. Plan participants want to know they are making the most of their benefits. As a team of professional Retirement Plan Consultants, we stand ready to help you and your employees meet these challenges.

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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.

  • Douglas Kincart Profile Photo

    Douglas Earl Kincart, CFP

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • IN
    • LA
    • MA
    • MD
    • NC
    • NV
    • NY
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WY

        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Plans Specialist℠
        • Senior Retirement Plan Consultant
        600 West Broadway
        Suite 2800
        San Diego, CA 92101
        douglas.kincart@ubs.com
        Douglas Earl Kincart, CFP
        600 West Broadway,San Diego,CA,92101
      • Darin Beeghley Profile Photo

        Darin Michael Beeghley, CRPS

        First Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ID
        • IN
        • LA
        • MA
        • MD
        • NC
        • NV
        • NY
        • OR
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WY
        • PLANADVISER Top Retirement Plan Advisers, 2016, 2018The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

          • Chartered Retirement Plans Specialist℠
          • Senior Retirement Plan Consultant
          600 West Broadway
          Suite 2800
          San Diego, CA 92101
          darin.beeghley@ubs.com
          Darin Michael Beeghley, CRPS
          600 West Broadway,San Diego,CA,92101
        • Carlos Alonso

          Carlos Fernando Alonso

          Senior Vice President–Wealth Management

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • ID
          • IN
          • LA
          • MA
          • MD
          • NC
          • NV
          • NY
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VA
          • WY

                600 West Broadway
                Suite 2800
                San Diego, CA 92101
                carlos.alonso@ubs.com
                Carlos Fernando Alonso
                600 West Broadway,San Diego,CA,92101
              • Sondra Cabaniss Profile Photo

                Sandra Cabaniss

                Authorized Officer

                Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • DE
                • FL
                • GA
                • ID
                • IL
                • IN
                • LA
                • MA
                • MD
                • NC
                • NJ
                • NV
                • NY
                • OR
                • PA
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                      600 West Broadway
                      Suite 2800
                      San Diego, CA 92101
                      sondra.cabaniss@ubs.com
                      Sandra Cabaniss
                      600 West Broadway,San Diego,CA,92101
                    • Sylvia Sendoda Profile Photo

                      Sylvia Chin Sendoda, CFA

                      Associate Director

                      Senior Wealth Strategy Associate

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                      • AZ
                      • CA
                      • CO
                      • DE
                      • FL
                      • GA
                      • ID
                      • IL
                      • IN
                      • LA
                      • MA
                      • MD
                      • NC
                      • NJ
                      • NV
                      • NY
                      • OH
                      • OR
                      • PA
                      • SD
                      • TN
                      • TX
                      • UT
                      • WA
                      • WI
                      • WY

                          • Chartered Financial Analyst®
                          600 West Broadway
                          Suite 2800
                          San Diego, CA 92101
                          sylvia.sendoda@ubs.com
                          Sylvia Chin Sendoda, CFA
                          600 West Broadway,San Diego,CA,92101
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                        Workplace Wealth Solutions

                        Creating a truly rewarding workplace

                        Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

                        Why does A.I. in space matter?

                        Outlook on interest rates

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                        UBS and Credit Suisse—stronger than ever

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $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

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