Organize. Prioritize. Realize.

Golden Gate Bridge

The financial resource you need today

At McCollam & Fischer, our mission is clear—to provide you with the one financial resource you need today to anticipate your challenges, protect your interests and move confidently forward. Our clients lead busy, demanding lives juggling multiple personal and business priorities. With our team at the helm, you can trust that we have the expertise and commitment to take care of you, organize your financial world and help you comfortably focus on other important areas of your life.

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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.

  • Bryan McCollam 2021

    Bryan McCollam

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • IA
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    • MD
    • MI
    • MN
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    • NV
    • NY
    • OR
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    • UT
    • VA
    • WA

    Bryan’s career in financial services spans 30 years, but his unique approach to helping clients achieve their financial goals is as much about understanding their emotions as it is about understanding their finances. Because Bryan’s practice is planning-based, he is committed to delivering a holistic approach and customized investment strategies.

    Doing the best job possible for his clients and helping them understand investing are Bryan's passions.  He learned the importance of consistently putting client needs front and center from his father, Bill, the founder of McCollam, McCollam & Fischer, and they've built a practice anchored around three core values: hard work, honesty and integrity.

    Prior to joining UBS in 2008, Bryan was a Financial Advisor at Morgan Stanley. He earned his B.A. in economics from the University of Colorado and holds the Series 7 and 66 securities licenses as well as insurance licenses.

    Helping his community is an important part of Bryan’s life. For 15 years, he served as a board member for the Los Gatos Little League. Bryan and the team support education in the community by sponsoring an investment course at Los Gatos High School and contributing to the Los Gatos Education Fund. In addition, he is a member of the Board of Trustees for the University of Colorado.

    Bryan and his wife, Katey, have lived in Los Gatos for over 50 years and have two sons, Ian and Will. In his free time, he enjoys skiing, hiking, exercising and spending time with his family.

    Bryan holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #:0A65696

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 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.

        750 University Ave.
        Suite 250
        Los Gatos, CA 95032
        bryan.mccollam@ubs.com
        Bryan McCollam
        750 University Ave.,Los Gatos,CA,95032
      • Adam Fischer 2021

        Adam Fischer

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • IA
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        • NV
        • NY
        • OR
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        • UT
        • VA
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        With more than 14 years of experience in the financial service industry, Adam offers a comprehensive planning-based approach that is designed to help each of his clients achieve personal financial freedom. He has a unique perspective on the importance of saving and investing, a perspective learned at an early age from his family’s small business, where he had the opportunity to connect with clients both from a financial and personal perspective. Adam is passionate about helping clients understand the markets and their options for investing, so they can feel more empowered to take control of their finances.

        Through a rigorous financial planning process, Adam learns as much as he can about each client's entire financial life.  He then quantifies what's most important, organizes and prioritizes each goal and identifies any potential challenges.  Adam ensures his clients stay on track toward their goals by offering thoughtful advice and personlized solutions.

        Prior to joining UBS in 2008, Adam was a Financial Advisor at Morgan Stanley. He earned his B.S. from California Polytechnic State University and holds the Series 7 and 66 securities licenses as well as state life and health insurance licenses. Adam has also earned the Certified Financial PlannerTM (CFP®) designation.

        Adam and his wife live in Los Gatos with their three children. When it comes to giving back to the community, he supports the Los Gatos Home and School Club and the Los Gatos Education Fund. In his free time, Adam enjoys sports, reading and the great outdoors.

        Adam holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0E73418

         

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • 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.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

            750 University Ave.
            Suite 250
            Los Gatos, CA 95032
            adam.fischer@ubs.com
            Adam Fischer
            750 University Ave.,Los Gatos,CA,95032
          • Ian McCollam

            Ian McCollam

            Financial Advisor

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            • AL
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            • FL
            • HI
            • IA
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            • IL
            • MA
            • MD
            • MI
            • MN
            • MT
            • NV
            • NY
            • OR
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA

            Ian's interest in helping people have a better life started at a young age after
            observing both his grandfather, Bill and his father, Bryan in the business and the
            impact they have made on people's lives throughout their career's. Seeing how the
            two of them carried themselves with people entrusting their lives into them has
            motivated Ian to follow this same path of life.


            Ian began his career with UBS back in July of 2020 after graduating from the
            University of Colorado. Ian was hired into a UBS training program where he spent
            two years as a Financial Advisor at the Wealth Advice Center located at UBS'
            headquarters in Weehawken, NJ

            Turning possibilities into a plan
            Through Ian's experiences learning from the likes of his grandfather, his father and
            with his time in Weehawken, Ian understands the importance of putting the needs
            of his clients first. With the use of meticulous financial planning and proactive
            communication, Ian focuses on helping individuals and families manage the many
            facets of their financial lives. Ian wants to understand what you are looking to
            accomplish, and to create a flexible plan you feel comfortable and align with while
            developing a cooperative and healthy relationship that will grow with time. Ian
            draws on his time from Wealth Advice Center and family experiences to provide
            advice, insights and customized solutions you need to pursue what's important.


            Past experience
            Prior to joining UBS in 2020, Ian earned his B.S. from the University of Colorado
            and holds the Series 7, and 66 securities licenses as well as state life and health
            insurance licenses.

            Life
            Ian currently resides in Los Gatos where he was originally born and raised. In his
            free time Ian enjoys sports, the outdoors, and traveling having been to 18 different
            countries in 5 continents.

            Ian holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #4239919

            • Forbes Best-in-State Wealth Management Teams, 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.

                750 University Ave.
                Suite 250
                Los Gatos, CA 95032
                ian.mccollam@ubs.com
                Ian McCollam
                750 University Ave.,Los Gatos,CA,95032
              • Jennifer Puente 2021 v2

                Jennifer Puente

                Client Associate

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                • CA
                • NV

                      750 University Ave.
                      Suite 250
                      Los Gatos, CA 95032
                      jennifer.puente@ubs.com
                      Jennifer Puente
                      750 University Ave.,Los Gatos,CA,95032
                    • Karen Spencer 2021

                      Karen Spencer

                      Team Administrator

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                      • AZ
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                      • MI
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                            750 University Ave.
                            Suite 250
                            Los Gatos, CA 95032
                            karen.m.spencer@ubs.com
                            Karen Spencer
                            750 University Ave.,Los Gatos,CA,95032
                          • Kendall Wilson 2021

                            Kendall Wilson

                            Client Associate

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                            • AZ
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                            • NC
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                            • OR
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                            • UT

                                  6100 Fairview Road
                                  Suite 900
                                  Charlotte, NC 28210
                                  kendall.wilson@ubs.com
                                  Kendall Wilson
                                  6100 Fairview Road,Charlotte,NC,28210
                                Building your customized financial plan

                                Building your customized financial plan

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                                Delivering what our clients need most today

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                                Guiding you forward with the service you deserve

                                Global Wealth Report 2024

                                Crafted wealth intelligence

                                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                Gain additional insights into the trends shaping wealth in the US and around the world.

                                Download the report

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                                As of 03/31/2024

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                                UBS is a leading and truly global wealth manager

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