The right moves for your financial future

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Co-workers in a lobby

Michael Laport

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Michael Laport holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0F53446).

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Education

  • MBA, Concentration in Finance, University of Chicago
  • BS Mechanical Engineering, Marquette University

Credentials

  • CERTIFIED FINANCIAL PLANNER™

As a trusted partner, I bring focus and expertise to deliver financial solutions tailored to your needs because I understand needs of people like you.

Executive compensation
Business Owners
Multi-generational families
775 Page Mill Road
Palo Alto, CA 94304
  • (650) 496-7417

Email Me

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    Michael Laport

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • ID
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TX
    • VA
    • VT
    • WA

          775 Page Mill Road
          Palo Alto, CA 94304
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          Karen Degro, CFP

          Financial Advisor

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          • CA
          • FL
          • LA
          • MD
          • MO
          • OH
          • OR
          • PA
          • PR
          • SC
          • TN
          • WA

                775 Page Mill Road
                Palo Alto, CA 94304
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                Oscar Aviles

                Senior Client Associate

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                        2475 Village View Drive
                        Suite 150
                        Henderson, NV 89074
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                        Sharee Tidwell

                        Client Associate

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                                50 West San Fernando Street
                                8th Floor
                                San Jose, CA 95113

                              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.

                              Our Philosophy

                              Our Philosophy

                              Your life, wealth and future

                              Your life, wealth and future

                              Business transition and succession planning

                              Business transition and succession planning

                              What's your vision?

                              We can help you bring your vision to life.

                              Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                              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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