Let's move forward. Together.

My first passion is helping people. It’s what inspired me to move on from my life as a corporate executive into providing wealth planning as a financial advisor and senior portfolio manager many years ago. This passion drives me every day to offer a direct, pragmatic approach to wealth that starts with your goals and always seeks to simplify your financial life.

I have built long-lasting relationships by offering high-touch service that is hands-on, detail-focused and transparent. As a financial advisor for people facing a range of issues, I am counted on for support along with financial guidance. And with access to the deep, global resources of UBS, I am especially proud to be part of a firm that shares my focus on always putting our clients first.

Whatever your financial needs or goals, let’s talk. I want you to discover for yourself the difference this level of care and commitment can make.

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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.

Linda Standen

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- ID
- IL
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Linda began her practice in 2005 with a single, simple desire: to help people improve their lives and futures. She brings an active, lean-forward approach to her practice, offering a considered and thoughtful perspective in the areas of asset management, corporate benefits, retirement planning and support for people facing financial decisions after a loss or divorce. Two-parts math/science/stats buff and one-part psychologist, Linda offers financial advice clients describe as lifestyle coaching and support.

Linda moved her practice from Merrill Lynch to UBS in August of 2018, and she brings a wealth of knowledge and experience to her role as a seasoned Senior Portfolio Manager. She firmly believes that getting deep into the details of her clients’ finances gives her a granular, market-level view of new investment opportunities. Drawing on her background as a corporate executive at Pac Bell/SBC (now AT&T), Linda is uniquely qualified to help both employees and executives leverage benefits packages and rollovers, and her impressive roster of referral-based business speaks to a highly satisfied client base.

Linda’s passion for helping extends to other areas of her life as well. She is on the Salvation Army Advisory Board, where she specializes in family housing and rehabilitation facilities, and has also volunteered at a church-based youth education program. In addition, Linda was Board President of her local Little League chapter for four years and has run fundraisers for the school athletic program in her district. In her spare time, Linda loves cooking and wine. An exercise enthusiast with a green thumb, you’re as likely to find her in the back garden as you are at her local gym.
- Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- UC Irvine, Civil Engineering
- Harvard University, Program for Management Development
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor℠
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Robin Mehrer

Client Associate
View bio
Home Worker CA
Home Worker CA, CA 000

Linda Standen

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- ID
- IL
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WY
Linda began her practice in 2005 with a single, simple desire: to help people improve their lives and futures. She brings an active, lean-forward approach to her practice, offering a considered and thoughtful perspective in the areas of asset management, corporate benefits, retirement planning and support for people facing financial decisions after a loss or divorce. Two-parts math/science/stats buff and one-part psychologist, Linda offers financial advice clients describe as lifestyle coaching and support.

Linda moved her practice from Merrill Lynch to UBS in August of 2018, and she brings a wealth of knowledge and experience to her role as a seasoned Senior Portfolio Manager. She firmly believes that getting deep into the details of her clients’ finances gives her a granular, market-level view of new investment opportunities. Drawing on her background as a corporate executive at Pac Bell/SBC (now AT&T), Linda is uniquely qualified to help both employees and executives leverage benefits packages and rollovers, and her impressive roster of referral-based business speaks to a highly satisfied client base.

Linda’s passion for helping extends to other areas of her life as well. She is on the Salvation Army Advisory Board, where she specializes in family housing and rehabilitation facilities, and has also volunteered at a church-based youth education program. In addition, Linda was Board President of her local Little League chapter for four years and has run fundraisers for the school athletic program in her district. In her spare time, Linda loves cooking and wine. An exercise enthusiast with a green thumb, you’re as likely to find her in the back garden as you are at her local gym.
- Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- UC Irvine, Civil Engineering
- Harvard University, Program for Management Development
- Senior Portfolio Manager
- Chartered Retirement Planning Counselor℠
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Robin Mehrer

Client Associate
View bio
Home Worker CA
Home Worker CA, CA 000

My clients

Who I work with and how I can help

I am honored to work with a diverse set of clients, each with their own financial challenges and goals. From senior executives to multigenerational families, retirees and individuals in need of guidance after a divorce or loss, I offer services that are always tailored to your needs.

“I’m passionate about finding the right answers to your challenges.”

Guiding senior executives through complex corporate benefits
Helping your family take advantage of opportunities across generations
Steering you through your retirement years
Helping you recover from a loss or divorce

Comprehensive wealth management

How I build financial plans that align with your values and goals

The key to financial planning starts by really getting to know you. Once I understand your vision of happiness and success, I build a plan around your goals. Giving you a level of attention, care and information that is personally tailored to your unique situation.

“I start with the big picture, but love to get deep into the details.”

Building your plan
Guidance for your financial life
Staying connected

Investment management

Active management of your custom portfolio

As a Senior Portfolio Manager, I have spent years actively managing the investments of successful, high net worth individuals. Every decision I make is backed by research and industry experience, and my management style is governed by transparency and a thorough understanding of your objectives and risk tolerance.

“I have many years of experience managing investments through all market environments.”

Personalized portfolio management
Strategies that aim to maximize retirement investments
Alternative investments

You come first

The power of UBS and our client-centric approach

When you work with me, you are working with all of UBS. And that gives you access to a powerhouse that offers global reach, thought leadership and a suite of services that are built entirely around your needs.

“I will always put you first. This isn’t just my motto, it’s the mission of UBS.”

Investment advice with your needs in mind
Research and analysis
With the strength of a global leader

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Let's move forward. Together.

Pursuing your goals together

Linda Standen

Robin Mehrer

Linda Standen

Robin Mehrer

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My clients

Comprehensive wealth management

Investment management

You come first

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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