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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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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.

  • Allen R. Mellow Profile Picture

    Allen Mellow

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
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    • PA
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    Al joined the financial services industry in 1967 and is a graduate of California State University, Long Beach.  Al has prior experience as a branch manager and now serves our clients by helping them meet their financial goals through strategic planning and implementation.  Our clients include pre-retirement and retired couples, small business owners and their families, and non-profit foundations. Al is an active supporter of numerous charities in the Long Beach area.  Al enjoys golfing and sporting clays. Al lives in Long Beach with his wife, Judy, and daughter, Lisa.

      • California State University, Long Beach
      • Senior Portfolio Manager
      3030 Old Ranch Parkway
      Suite 300
      Seal Beach, CA 90740
    • Joshua R. Axel Profile Picture

      Joshua R. Axel, CFP

      Managing Director–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI
      • WV
      Josh began his financial services career with UBS in 2000.  Josh is a graduate of California Polytechnic State University, San Luis Obispo.  Josh works alongside retired individuals and business owners with a focus on financial planning, estate analysis, and portfolio construction.  Josh is actively involved in Temple Israel and other various charitable organizations.

      • California Polytechnic State University, San Luis Obispo
        3030 Old Ranch Parkway
        Suite 300
        Seal Beach, CA 90740
      • Melissa Cetina Profile Picture

        Melissa Cetina, CRPC

        Team Administrator

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • ID
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WV

        Melissa began her financial services career in 1997 and joined UBS in 2010. Melissa graduated Magna Cum Laude from California State University, Los Angeles and holds a Series 7, Series 66, and a CA State Insurance License.  Melissa provides administrative and operational support to the team and our clients.  She lives in Santa Fe Springs with her husband, Conrad, and daughters, Abigail and Hannah.

          • California State University, Los Angeles , Magna Cum Laude
          • Chartered Retirement Planning Counselor℠
          3030 Old Ranch Parkway
          Suite 300
          Seal Beach, CA 90740

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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