Insight-based advice

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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Leonard Anable, CFP

Vice President–Wealth Management

Personal & Community

  • Past President and Director, Corral de Tierra Rotary
  • Chairman, Monterey County Wine and Food Festival
  • Boy Scout Leader, Merit Badge Counselor
  • Institutional Advancement Board, Palma High School
  • Planned Giving Advisory Council, California State University Monterey Bay
Registered States:
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • KY
  • MD
  • MN
  • NJ
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.S. Economics & Transportation, State University New York Maritime College
  • M.B.A. Accounting and Finance, University of Pennsylvania's Wharton School of Finance and Commerce

Credentials

  • CERTIFIED FINANCIAL PLANNER™
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2313

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

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.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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