Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Michael Glomb, CFP

Senior Vice President–Wealth Management

As a goal based financial planner, Michael's focus is to offer the highest level of comprehensive financial planning. By taking the time to understand each client's unique circumstances, he can help create and implement strategies to fit their needs. Michael currently holds the title of Vice President of Wealth Management. In 2014, Michael earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning. He holds the Series 6, 7, 63, and 66 securities licenses, as well as the California Life, Accident and Health Insurance license. Michael received his Bachelor's Degree in Business Finance, and his Master's Degree in Education from Loyola Marymount University, where he also competed in NCAA baseball followed by a year playing professionally. Prior to joining UBS, Michael was a Senior District Manager at ADP Inc. for 4 years serving as a small business specialist in payroll and 401k. He currently resides in Boise with his wife, Laura, and their two sons Carson and Caleb.


Personal & Community

  • 4-Year NCAA Baseball Letterman-Loyola Marymount University
  • 2008 Baseball All-Academic Team
  • Played Baseball professionally for a year
Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

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

Education

  • M.A. Education, Loyola Marymount University
  • B.A. Business Finance, Loyola Marymount University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
750 University Ave.
Suite 250
Los Gatos, CA 95032
  • (408) 827-3285

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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.

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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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