Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
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
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.
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
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.
$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
