Family. Wealth. For Generations.

Generational Family on Beach

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.

Crane

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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    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.

    CA insurance license #0A11430

          1200 Prospect Street
          Suite 100
          La Jolla, CA 92037
          glenn.mosier@ubs.com
          Glenn Mosier
          1200 Prospect Street,La Jolla,CA,92037
        • Jared L. Papin Photo

          Jared L. Papin

          Senior Vice President–Wealth Management

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          • AZ
          • CA
          • CO
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
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          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.

          Jared holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0D90158.

              • CERTIFIED FINANCIAL PLANNER®
              1200 Prospect Street
              Suite 100
              La Jolla, CA 92037
              jared.papin@ubs.com
              Jared L. Papin
              1200 Prospect Street,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.

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            Mountain climbers on peak at sunrise

            A leading global wealth manager

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            Advice for business owners & entrepreneurs

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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