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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
