Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Michael Miremadi

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- MI
- MN
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Michael is a lifetime resident of California living in Newport Coast. He joined UBS in 2017 as a Financial Advisor after more than 20 years at Merrill Lynch. Michael earned his Bachelor’s Degree in economics from UCLA. Michael holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health insurance license.

CA License #0B32796
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- UCLA, Bachelor’s Degree in Economics
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

michael.miremadi@ubs.com

Michael Miremadi

888 San Clemente Drive,Newport Beach,CA,92660
Christopher P. Heintz

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- MI
- MN
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Chris joined UBS as a Financial Advisor in 2017 after more than five years at Merrill Lynch. Chris joined the industry following his retirement from a five-year career playing professional golf. During his tenure as a professional, he competed on a number of different tours and in many prestigious tournaments across the country. Also a graduate of UCLA, he received his degree in history while playing golf for the Bruins as a four-year letter winner. As a collegian, Chris epitomized the term “student-athlete”, earning the All Pac-10 Conference, All Western Region, and Academic All-American honors while serving as the team’s Captain. Chris holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health Insurance license.

CA License #0I16188
- 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.
- UCLA, History Degree
- CERTIFIED FINANCIAL PLANNER®
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

christopher.heintz@ubs.com

Christopher P. Heintz

888 San Clemente Drive,Newport Beach,CA,92660
Teresa Marie Uzeta

Team Administrator
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- KS
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- WA
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

teresa.uzeta@ubs.com

Teresa Marie Uzeta

888 San Clemente Drive,Newport Beach,CA,92660

Michael Miremadi

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- MI
- MN
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Michael is a lifetime resident of California living in Newport Coast. He joined UBS in 2017 as a Financial Advisor after more than 20 years at Merrill Lynch. Michael earned his Bachelor’s Degree in economics from UCLA. Michael holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health insurance license.

CA License #0B32796
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- 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.
- UCLA, Bachelor’s Degree in Economics
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

michael.miremadi@ubs.com

Michael Miremadi

888 San Clemente Drive,Newport Beach,CA,92660
Christopher P. Heintz

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- IN
- MI
- MN
- MO
- NC
- ND
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
Chris joined UBS as a Financial Advisor in 2017 after more than five years at Merrill Lynch. Chris joined the industry following his retirement from a five-year career playing professional golf. During his tenure as a professional, he competed on a number of different tours and in many prestigious tournaments across the country. Also a graduate of UCLA, he received his degree in history while playing golf for the Bruins as a four-year letter winner. As a collegian, Chris epitomized the term “student-athlete”, earning the All Pac-10 Conference, All Western Region, and Academic All-American honors while serving as the team’s Captain. Chris holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health Insurance license.

CA License #0I16188
- 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.
- UCLA, History Degree
- CERTIFIED FINANCIAL PLANNER®
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

christopher.heintz@ubs.com

Christopher P. Heintz

888 San Clemente Drive,Newport Beach,CA,92660
Teresa Marie Uzeta

Team Administrator
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- ID
- IL
- KS
- MI
- MN
- MO
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- WA
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

teresa.uzeta@ubs.com

Teresa Marie Uzeta

888 San Clemente Drive,Newport Beach,CA,92660

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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

Lasting relationships. For all that matters

Pursuing your goals together

Michael Miremadi

Christopher P. Heintz

Teresa Marie Uzeta

Michael Miremadi

Christopher P. Heintz

Teresa Marie Uzeta

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Education

Credentials

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