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$7 trn
UBS Group invested assets
As of 12/31/2025
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Vice President–Wealth Management
Len joined UBS after a successful career as a senior executive in the telecommunications industry. He melds the perspective shaped by his business experience with his lifelong passion for investments. His mission is to educate his clients in the fundamentals of successful investing, and wealth accumulation, preservation and transfer processes. Drawing upon his financial planning experience, Len seeks to fully understand his client's financial goals in order to develop customized plans to meet their financial objectives. He is a disciplined practitioner of an institutionally based approach.Len joined UBS after a successful career as a senior executive in the telecommunications industry. He melds the perspective shaped by his business experience with his lifelong passion for investments. His mission is to educate his clients in the fundamentals of successful investing, and wealth accumulation, preservation and transfer processes. Drawing upon his financial planning experience, Len seeks to fully understand his client's financial goals in order to develop customized plans to meet their financial objectives. He is a disciplined practitioner of an institutionally based approach.
CA Insurance License #0H61445
Education
Credentials
Vice President–Wealth Management
Len joined UBS after a successful career as a senior executive in the telecommunications industry. He melds the perspective shaped by his business experience with his lifelong passion for investments. His mission is to educate his clients in the fundamentals of successful investing, and wealth accumulation, preservation and transfer processes. Drawing upon his financial planning experience, Len seeks to fully understand his client's financial goals in order to develop customized plans to meet their financial objectives. He is a disciplined practitioner of an institutionally based approach.Len joined UBS after a successful career as a senior executive in the telecommunications industry. He melds the perspective shaped by his business experience with his lifelong passion for investments. His mission is to educate his clients in the fundamentals of successful investing, and wealth accumulation, preservation and transfer processes. Drawing upon his financial planning experience, Len seeks to fully understand his client's financial goals in order to develop customized plans to meet their financial objectives. He is a disciplined practitioner of an institutionally based approach.
CA Insurance License #0H61445
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
