Insight-based advice

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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.

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    Ryan Kotarba

    Senior Vice President–Wealth Management

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    A graduate from Saint Mary's College of California, Moraga, CA, Ryan earned a B.S. in business administration. He subsequently obtained Series 7, 31, 63, 65, and 66 securities licenses, as well as his life, health and long-term care insurance licenses. Outside of work, Ryan is active with and/or donates to the following organizations: Saint Mary’s College , Good Tidings Foundation, and the Monument Crisis Center. In 2006 Ryan founded the Diablo Valley Philanthropic Society.

      • Saint Mary's College of California, Moraga, CA, B.S. Business Administration
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
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        Caroline Cherezian

        Client Associate

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              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597

            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