Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
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.
Education
Managing Director–Wealth Management
Financial Advisor
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.
Education
Team Administrator
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.
Education
Credentials
Team Administrator
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.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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