Wealth advice for your life's goals

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Start the planning conversation

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.

Kalyn Walker

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- GA
- ID
- IL
- LA
- MD
- MI
- MN
- MT
- NC
- NV
- NY
- OH
- OR
- TX
- WA
- WY
As part of a successful family practice, recognized as Forbes/SHOOK "Best-in-State Wealth Advisors" (2018, 2019, 2020, 2021, 2022), Forbes/SHOOK "Top 250 Next-Generation Wealth Advisors" (2019, 2020, 2021), Forbes/SHOOK "Top Women Wealth Advisors" (2018, 2019, 2021, 2022) and ON Wall Street "Top 40 Advisors under 40" (2016, 2017), Kalyn has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to a select group of clients and families. Kalyn believes true wealth management is about providing thoughtful solutions based on extensive knowledge and experience that deliver real value to the team's clients. While asset allocation, portfolio rebalancing and in-person reviews are tools she regularly employs to help clients achieve their investment goals, it is Kalyn's sincere approach to building long-term relationships and her genuine empathy that distinguish her among her peers.

Kalyn holds the Certified Exit Planning Advisor (CEPA®) certification, Series 7 & 66 FINRA securities licenses as well as the State of California Insurance license. She earned her B.S. in Finance from the SCU Leavey School of Business at Santa Clara University in the San Francisco Bay area.

Kalyn resides in Encinitas with her husband, Nick Walker and their daughters. Kalyn's family is actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
- On Wall Street – Top 40 Advisors Under 40, 2016, 2017
- REP. magazine and WealthManagement.com "Top 40 Wirehouse Advisors Under 40", 2015
- UBS Top 35 Under 35, 2016, 2017, 2018, 2019
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2018, 2019, 2020, 2021
- Certified Exit Planning Advisor
12220 El Camino Real
Suite 400
San Diego, CA 92130
Perry Zeigler

Senior Vice President–Wealth Management

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- DE
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NV
- NY
- OH
- OR
- TX
- WA
- WY
For nearly 25 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the Maher-Walker and Zeigler team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry has remained committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license.

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
12220 El Camino Real
Suite 400
San Diego, CA 92130
Karen Dhuyvetter

Senior Wealth Strategy Associate
View bio
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Karen is a Senior Wealth Strategy Associate at UBS Financial Services with experience in private wealth management since 2002. She assists financial advisors with the design of goals-based financial plans and the implementation of investment strategies. As a liaison between the advisors and the client service team, Karen draws upon her innate caring and attention to detail to ensure the team delivers an exceptional client service experience founded in integrity and trust.

Karen maintains the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor^TM (CRPC®) certifications. She holds the Series 7 & 66 FINRA securities registrations as well as the State of California Insurance license. She earned a Master in Civil Engineering from the University of Ghent in Belgium, and is multi-lingual (English, Flemish, French and Italian).
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
12220 El Camino Real
Suite 400
San Diego, CA 92130
Pamela Taylor

Team Administrator
View bio
- AK
- CA
- CO
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.
12220 El Camino Real
Suite 400
San Diego, CA 92130

Kalyn Walker

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- DE
- GA
- ID
- IL
- LA
- MD
- MI
- MN
- MT
- NC
- NV
- NY
- OH
- OR
- TX
- WA
- WY
As part of a successful family practice, recognized as Forbes/SHOOK "Best-in-State Wealth Advisors" (2018, 2019, 2020, 2021, 2022), Forbes/SHOOK "Top 250 Next-Generation Wealth Advisors" (2019, 2020, 2021), Forbes/SHOOK "Top Women Wealth Advisors" (2018, 2019, 2021, 2022) and ON Wall Street "Top 40 Advisors under 40" (2016, 2017), Kalyn has gained critical insight into investor behavior and built a strong reputation for delivering comprehensive wealth management to a select group of clients and families. Kalyn believes true wealth management is about providing thoughtful solutions based on extensive knowledge and experience that deliver real value to the team's clients. While asset allocation, portfolio rebalancing and in-person reviews are tools she regularly employs to help clients achieve their investment goals, it is Kalyn's sincere approach to building long-term relationships and her genuine empathy that distinguish her among her peers.

Kalyn holds the Certified Exit Planning Advisor (CEPA®) certification, Series 7 & 66 FINRA securities licenses as well as the State of California Insurance license. She earned her B.S. in Finance from the SCU Leavey School of Business at Santa Clara University in the San Francisco Bay area.

Kalyn resides in Encinitas with her husband, Nick Walker and their daughters. Kalyn's family is actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
- Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2021, 2022
- Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021, 2022
- On Wall Street – Top 40 Advisors Under 40, 2016, 2017
- REP. magazine and WealthManagement.com "Top 40 Wirehouse Advisors Under 40", 2015
- UBS Top 35 Under 35, 2016, 2017, 2018, 2019
- Working Mother and SHOOK Research Top Wealth Advisor Moms, 2018, 2019, 2020, 2021
- Certified Exit Planning Advisor
12220 El Camino Real
Suite 400
San Diego, CA 92130
Perry Zeigler

Senior Vice President–Wealth Management

Accredited Wealth Management Advisor℠
View bio
- AK
- AZ
- CA
- CO
- DE
- GA
- ID
- IL
- LA
- MA
- MD
- MI
- MN
- MT
- NC
- NV
- NY
- OH
- OR
- TX
- WA
- WY
For nearly 25 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the Maher-Walker and Zeigler team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry has remained committed to providing consistent and reliable service to our clients.

Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license.

Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
12220 El Camino Real
Suite 400
San Diego, CA 92130
Karen Dhuyvetter

Senior Wealth Strategy Associate
View bio
- CA
- CO
- MA
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Karen is a Senior Wealth Strategy Associate at UBS Financial Services with experience in private wealth management since 2002. She assists financial advisors with the design of goals-based financial plans and the implementation of investment strategies. As a liaison between the advisors and the client service team, Karen draws upon her innate caring and attention to detail to ensure the team delivers an exceptional client service experience founded in integrity and trust.

Karen maintains the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor^TM (CRPC®) certifications. She holds the Series 7 & 66 FINRA securities registrations as well as the State of California Insurance license. She earned a Master in Civil Engineering from the University of Ghent in Belgium, and is multi-lingual (English, Flemish, French and Italian).
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
12220 El Camino Real
Suite 400
San Diego, CA 92130
Pamela Taylor

Team Administrator
View bio
- AK
- CA
- CO
- MI
- NC
- NV
- NY
- OR
- TX
- WA
Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.
12220 El Camino Real
Suite 400
San Diego, CA 92130

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Sustainable investing

Our Philosophy

We do more than manage money.
We optimize potential.

We have decades of experience in portfolio management, but we’re also excellent at spotting talent. And by "talent," we mean people who know what they have and are willing to think creatively and resourcefully to express it in ways that not only surprise and delight themselves, but also can change the world.

We count those people among our most stellar clients—and also among the happiest people we’ve ever met. Because when you decide to leverage what you have to your highest purpose, your life takes on a new meaning.

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

UBS Optimus Foundation

Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues

Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.

Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

More than 150 years

offering financial advice

Insights

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Wealth advice for your life's goals

Pursuing your goals together

Kalyn Walker

Perry Zeigler

Karen Dhuyvetter

Pamela Taylor