A plan for today, tomorrow and generations to come

Team photo 2022

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.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bruce Lin

    Bruce Lin, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • LA
    • MA
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • TN
    • TX
    • VA
    • VT
    • WA

    Bruce serves as the primary investment resource and portfolio manager for our clients.

    He graduated from the University of California at Berkeley with a degree in Political Economy and is a CERTIFIED FINANCIAL PLANNER™ professional. Bruce is going on thirty years of experience as a financial advisor.

    As a long-term Golden State Warriors season ticket holder Bruce also has completed over 100 triathlons, including 3 Ironman distance races. After running multiple qualifying standards over several years, Bruce finally achieved his recent goal of competing in the Boston Marathon as well.

    Bruce and his wife Kristin along with 2 children, Sophia & Karissa live in San Ramon.

      • UC Berkeley, Political Economy
        555 California Street
        34th + 46th Floor
        San Francisco, CA 94104
      • Michael Hartmeyer

        Michael Hartmeyer, CPWA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • IL
        • LA
        • MA
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • TN
        • TX
        • VA
        • VT
        • WA

        Michael serves as a relationship manager, coordinating the team structure around each client's unique needs and more specifically, overseeing financial planning matters for our clients. This can include estate planning strategies, working with concentrated stock positions, philanthropy, etc. Michael enjoys spending time with clients discussing how psychology impacts financial decisions

        Michael is a Certified Private Wealth Advisor® professional, an advanced professional education and certification program for advisors who serve high-net-worth clients. A graduate of University of California, Davis, he has been working with clients like you for over 15 years.

        Michael lives in Oakland with his wife, Jackie. He loves exploring new places on foot, allowing him to take a detour any time he sees something interesting. Michael is passionate about soccer, both playing and traveling to attend matches domestically and overseas. He enjoys CrossFit for its focus on strength, mobility and functional movement. He also still enjoys the occasional punk rock show.

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
            • Sennai Abbay

              Sennai Abbay

              First Vice President–Wealth Management

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • GA
              • HI
              • IA
              • IL
              • LA
              • MA
              • MO
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • TN
              • TX
              • VA
              • VT
              • WA

              Sennai helps clients create and implement investment plans that reflect and support their goals & needs. He can help with investment management, planning for retirement, estate planning strategies, education planning, insurance, lending solutions - all in effort to help clients meet and achieve their life & financial goals.

              A graduate of San Francisco State University, Sennai began his financial services career in 2011.

              Sennai has a passion for outdoor activities, sports, the local community and most importantly his family. Sennai serves as a volunteer coach and mentor for the boy's soccer program at his alma mater, Salesian College Preparatory. Additionally, you can find him at his local Hercules Tennis Community Park training our youth and playing doubles!

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104
                  • Erika Chan

                    Erika Chan

                    Senior Client Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • HI
                    • IA
                    • ID
                    • IL
                    • LA
                    • MA
                    • MI
                    • MN
                    • MO
                    • NC
                    • NJ
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • SD
                    • TN
                    • TX
                    • VA
                    • VI
                    • VT
                    • WA
                    • WY

                    Erika specializes in coordinating the administrative and operational needs of our clients’ portfolios, including taking care of anything from RMDs, to fed fund wires and the processing of required paperwork precisely and proactively. She works hard to make our clients feel special and cared for, which makes her a critical part of the team and our clients’ overall experience.

                    Erika is a graduate of San Francisco State University and began her financial services career in 2011. Erika enjoys mentoring new associates. She has worked with many different advisors and their different styles of running businesses, which allows her to use her experience to offer insight into situations that don't come up often.

                    You can find Erika staying active in general, she does have a preference for action sports like snowboarding, rock climbing, etc. She loves nature and took a year off for a road trip around the U.S. to visit the national parks.

                      • San Francisco State University, B.S. Business Administration
                        555 California Street
                        32nd/ 34th /46th Floor
                        San Francisco, CA 94104

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      Family

                      Financial planning

                      2022 year-end planning guide

                      The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

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                      A global leader in wealth management

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                      Euromoney Private Banking and Wealth Management Survey, 2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager