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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
