Financial planning and beyond

Mosier Papin Wealth Management Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Glenn Mosier Photo

    Glenn Mosier

    Senior Vice President–Wealth Management

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    • AZ
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    • DC
    • DE
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    A Senior Vice President - Wealth Management, Glenn began his career with PaineWebber Inc. in 1983. Throughout his financial career, Glenn has developed and designed significant investment strategies for corporate executives around the world. His focus is on long-term wealth accumulation planning. Glenn has an M.B.A. in Finance from Ohio University and a B.A. in Economics from Denison University.

          1200 Prospect Street
          Suite 100
          La Jolla, CA 92037
        • Jared L. Papin Photo

          Jared L. Papin

          Senior Vice President–Wealth Management

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • KY
          • LA
          • MA
          • MD
          • MI
          • MO
          • NC
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          • NM
          • NV
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          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
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          • UT
          • VA
          • WA
          • WI
          • WY

          A Senior Vice President - Wealth Management, Jared began his career with UBS in 2002. As a CERTIFIED FINANCIAL PLANNER™ professional, Jared works with a select group of families to design and maintain comprehensive financial plans. He has extensive experience with retirement income planning, asset allocation, tax minimization and risk management strategies. Jared helps his clients pursue their financial goals by consistently reviewing plans and investment opportunities.

              • CERTIFIED FINANCIAL PLANNER™
              1200 Prospect Street
              Suite 100
              La Jolla, CA 92037
            • Casey Daniel Camacho-Jones Photo

              Casey Daniel Camacho-Jones

              Team Administrator

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              • CA
              • DC
              • FL
              • MD
              • MI
              • NC
              • NJ
              • NY
              • VA

              Casey started his career in the financial services industry in 2011. He joined UBS in 2016, after working for a boutique wealth management firm in Northern San Diego County. Casey is responsible for overall practice and relationship management. Always proactive in meeting clients’ operational and administrative needs, he ensures that the team delivers a high level of client service and effectively leverages all of the resources available to the team and UBS to best meet client needs. He holds his Series 7, 9, 10 and 66 securities licenses and California insurance license. Casey earned a B.S. in communication from San Diego State University. Outside of the office, Casey enjoys traveling, camping, hiking, yoga, long distance running and spending time with family.

                    1200 Prospect Street
                    Suite 100
                    La Jolla, CA 92037

                  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.

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Advice for business owners and entrepreneurs

                  Advice for business owners and entrepreneurs

                  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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