Wealth advice that helps inspire confidence

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Plans

Michael N. Willard, CFP, CSRIC

Senior Vice President–Wealth Management

Financial Advisor

With over 30 years of experience in financial services, Michael began his career as a Financial Advisor in 1991. For three decades, he has provided clear and consistent guidance helping clients manage their portfolios through prosperous as well as turbulent economic times.

Michael is a CERTIFIED FINANCIAL PLANNER™ and received his Financial Planning Certificate from University of California, Los Angeles. He received his degree in Economics from California State University, Northridge.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MN
  • MT
  • NC
  • NH
  • NV
  • NY
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WV

Education

  • Bachelor of Arts, Economics, California State University, Northridge
  • Financial Planning Certificate, University of California, Los Angeles
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8288

Email Me

Sustainable investing

Sustainable investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How can you be more certain in an uncertain market?

Let's put your plan in place, for today, tomorrow and for generations to come

You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

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

Insights