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

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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

  • 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

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