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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
