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

              Carlos Fernando Alonso

              First Vice President–Wealth Management

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

                    Sondra 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

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                              • Chartered Financial Analyst®
                              600 West Broadway
                              Suite 2800
                              San Diego, CA 92101

                            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.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

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