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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
        ryan.kotarba@ubs.com
        Ryan Kotarba
        1255 Treat Blvd,Walnut Creek,CA,94597
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        Caroline Cherezian

        Wealth Strategy Associate

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              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597
              caroline.cherezian@ubs.com
              Caroline Cherezian
              1255 Treat Blvd,Walnut Creek,CA,94597
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            The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

            Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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