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KMBA Investment Consulting Group

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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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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        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Plans Specialist℠
        • Senior Retirement Plan Consultant
        600 West Broadway
        Suite 2800
        San Diego, CA 92101
      • Darin Beeghley Profile Photo

        Darin Michael Beeghley, CRPS

        First Vice President–Wealth Management

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        • 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
        • Henry Muller Profile Photo

          Henry Julien Muller

          Senior Vice President–Wealth Management

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          • AZ
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                600 West Broadway
                Suite 2800
                San Diego, CA 92101
              • Carlos Alonso

                Carlos Fernando Alonso

                Senior Vice President–Wealth Management

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                • AZ
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                      600 West Broadway
                      Suite 2800
                      San Diego, CA 92101
                    • Sondra Cabaniss Profile Photo

                      Sandra Cabaniss

                      Authorized Officer

                      Wealth Strategy Associate

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                            600 West Broadway
                            Suite 2800
                            San Diego, CA 92101
                          • Sylvia Sendoda Profile Photo

                            Sylvia Chin Sendoda, CFA

                            Associate Director

                            Senior Wealth Strategy Associate

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                            • AZ
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                                • Chartered Financial Analyst®
                                600 West Broadway
                                Suite 2800
                                San Diego, CA 92101
                              • Maximiliano Muller Profile Photo

                                Maximiliano Muller

                                Client Associate

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                                        600 West Broadway
                                        Suite 2800
                                        San Diego, CA 92101
                                      • Valentina Pallares Profile Photo

                                        Valentina Pallares

                                        Client Associate

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                                                600 West Broadway
                                                Suite 2800
                                                San Diego, CA 92101

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                                              UBS and Credit Suisse—stronger than ever

                                              Managing wealth is our craft

                                              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.

                                              Backed by the strength of UBS

                                              A global leader in wealth management

                                              $5+ trillion

                                              In invested assets globally 
                                              As of 11/07/2023

                                              51 countries

                                              Our global footprint

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                                              UBS is a world-leading wealth manager

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