Senior Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Let's connect
First Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
First Vice President–Wealth Management
Financial Advisor
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
Recognized as an industry leader:
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
Credentials
Team Administrator
Team Administrator
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.
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.
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