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.

binoculars

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
  • 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

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights