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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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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • MN
    • NC
    • NV
    • NY
    • OH
    • OK
    • OR
    • TN
    • TX
    • UT
    • WA

    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

        Wealth Strategy Associate

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • IL
        • IN
        • MA
        • MD
        • MN
        • NC
        • NV
        • NY
        • OH
        • OK
        • TN
        • TX
        • UT
        • WA

              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597

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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.

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