Senior Vice President–Wealth Management
Financial Advisor
Matthew began his wealth management and advisory career in 1998. With almost two decades of experience, Matthew has successfully advised executives, small businesses and retirees through a variety of market cycles. He joined UBS Financial Services in January, 2012 after 14 years at Merrill Lynch. Matthew's focus has always been what is best for his clients, including retirement and estate planning or personalized portfolio management. In order to provide exceptional service, Matthew continues to grow his knowledge through education. He earned his Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Consultant (CRPC) designations to build off his Series 7 and 66 securities licenses.
Matthew received his Bachelor of Science in Finance from California State University of Northridge. He currently resides in La Canada, California with his wife, Allison, and their two sons, Chase and Liam. Matthew finds great importance in giving back to the community. He is a board member of the Kiwanis Club of La Canada and chairs the annual toy drive for the organization. He volunteers as a referee and coach for his children's various sporting interests and serves on the Dad's committee for his son's elementary school.
California Insurance License #0C17556
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
Matthew began his wealth management and advisory career in 1998. With almost two decades of experience, Matthew has successfully advised executives, small businesses and retirees through a variety of market cycles. He joined UBS Financial Services in January, 2012 after 14 years at Merrill Lynch. Matthew's focus has always been what is best for his clients, including retirement and estate planning or personalized portfolio management. In order to provide exceptional service, Matthew continues to grow his knowledge through education. He earned his Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Consultant (CRPC) designations to build off his Series 7 and 66 securities licenses.
Matthew received his Bachelor of Science in Finance from California State University of Northridge. He currently resides in La Canada, California with his wife, Allison, and their two sons, Chase and Liam. Matthew finds great importance in giving back to the community. He is a board member of the Kiwanis Club of La Canada and chairs the annual toy drive for the organization. He volunteers as a referee and coach for his children's various sporting interests and serves on the Dad's committee for his son's elementary school.
California Insurance License #0C17556
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
Registered Client Associate
Kevin Lee holds a Bachelor's degree earned in 2016 from California State University Long Beach. Born in Korea and raised in Cerritos, California, Kevin focuses on delivering personalized support to clients.
Since beginning his career in the financial services industry at UBS, Kevin has built a strong foundation working with clients for the past three years. Known for his dedication and work ethic, he quickly earned his industry licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification to further expand his knowledge and better serve clients. His commitment to continuous professional development reflects his goal of providing confident, responsive service for clients.
As a dedicated, lifelong golfer who played professionally from 2016 to 2022, Kevin has competed across numerous tours—including PGA Tour Series-China. Outside of work, he continues to enjoy the sport in his free time as well as spending time with his wife and family by hiking, exploring new activities, and traveling.
Registered Client Associate
Kevin Lee holds a Bachelor's degree earned in 2016 from California State University Long Beach. Born in Korea and raised in Cerritos, California, Kevin focuses on delivering personalized support to clients.
Since beginning his career in the financial services industry at UBS, Kevin has built a strong foundation working with clients for the past three years. Known for his dedication and work ethic, he quickly earned his industry licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification to further expand his knowledge and better serve clients. His commitment to continuous professional development reflects his goal of providing confident, responsive service for clients.
As a dedicated, lifelong golfer who played professionally from 2016 to 2022, Kevin has competed across numerous tours—including PGA Tour Series-China. Outside of work, he continues to enjoy the sport in his free time as well as spending time with his wife and family by hiking, exploring new activities, and traveling.
Client Associate
Client Associate
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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