How much do you know about your wealth?

 Five questions you need to ask now

Executive and Doctor
  • Do you know how much you owe versus how much you own?
  • Are you adequately insured to protect yourself and your family?
  • Did you know that your portfolio can be a financing resource to pursue other goals?
  • Have you created a succession plan for your practice?
  • Do you have a comprehensive financial plan?

We can help find the answers you need 

If you’ve answered “no” to any of these important questions, our team at Mountain View Wealth Management can help. We understand the demands on your time and energy, and also constant pressures you face from patient demands and unpredictable schedules. It’s no wonder that managing your personal finances—insurance, estate planning, protecting your long-term “safety” assets—is an afterthought. But today, more than over, the costs of inaction could be very high.

That’s why Focus Health Solutions has given us this opportunity to provide you with the planning advice and investment oversight you need to help grow and protect all you’ve achieved. More importantly, we can help you make informed financial decisions today, so you have more freedom to focus on other priorities, confident that you’ve planned for your family and your future.

This website is for employees of Focus Health only. UBS Financial Services Inc. is not affiliated with Focus Health.

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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.

  • Anthony John Bebbington

    Anthony Bebbington, CFP, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    Tony joined the former PaineWebber in 1988. In addition to being a Senior Vice President-Wealth Management for UBS Financial Services Inc. for over 29 years, he is a CERTIFIED FINANCIAL PLANNER™ and holds the designation of CERTIFIED INVESTMENT MANAGEMENT ANALYST® from the Wharton School of the University of Pennsylvania, in conjunction with the Investment Management Consultants Association, Inc. He is a member of the Financial Planning Association and the Investment Management Consultants Association.

    WHY WORK WITH A CIMA®

    Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

    But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

     

     

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2015, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.

        2575 East Camelback Road
        Suite 900
        Phoenix, AZ 85016
      • Dipen G. Patel

        Dipen Patel

        First Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MT
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Dipen joined UBS Financial Services Inc. in October 2002. Prior to joining UBS, he held positions in the areas of product engineering, sales and marketing management, in Arizona and Japan. Dipen earned a master’s degree in materials science of engineering from Arizona State University and attended Japanese and culture studies at Vanderbilt University. Dipen is Series 7 licensed and a CERTIFIED FINANCIAL PLANNER™. Dipen is an Accredited Investment Fiduciary®, a designation earned through Fi360. He is also the team’s retirement planning specialist.

              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
            • Gail A. Lesniak

              Gail Lesniak

              Assistant Vice President

              Senior Client Associate

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              • AZ
              • CA
              • IL
              • MT
              • NJ
              • OR
              • TX
              • VA

              Assistant Vice President, Senior Registered Client Service Associate Gail joined the former PaineWebber in 1971. With over 40 years of industry experience, she specializes in working with our high net worth individual and institutional clients. Gail spent five years as an Operations Manager and has been an integral part of the team. She holds the Series 7, 8 and 65 securities licenses as well as life and health insurance licenses and is responsible for overseeing the team’s operations.

                    2575 East Camelback Road
                    Suite 900
                    Phoenix, AZ 85016

                  One call. Complete wealth management

                  Because we are comprehensive wealth managers, with just one phone call, you can begin that all-important planning process with us. The result? Your customized financial plan designed with your wealth and your priorities in mind. Here’s what you can expect from your relationship with our team:

                  Goals-based planning

                  Goals-based planning

                  Sustainable investing

                  Estate planning strategies

                  Estate planning strategies

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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