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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, and just welcomed a girl, in November of 2024. His California insurance license is 0F30916.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lee Friedman, CFP is also part of:
Saltzman Wealth Management Group
Lets connect
Senior Vice President–Wealth Management
Lee has over fifteen years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™, Lee utilizes comprehensive financial planning to help individuals and families realize their goals, while aiming to protect against any "blind spots" they may not see coming. His ability to maintain long-term relationships is a result of constant communication and trust. Lee graduated from the Goizueta Business School at Emory University with degrees in Finance and Organization & Management. An avid tennis player, Lee was a captain of Emory's national championship tennis team, and is also a AA1 ALTA City Champion. Lee and his wife Christine have two boys, and just welcomed a girl, in November of 2024. His California insurance license is 0F30916.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lee Friedman, CFP is also part of:
Saltzman Wealth Management Group
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
