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
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MT
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • SD
  • TN
  • TX
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2023The 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

Sustainable investing

Sustainable investing

Debt ceiling and inflation

Tree

Exceptional financial strength and stability

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

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights