Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

mountain climbers

Nathaniel Phillip Nesbitt, CFP

Senior Vice President–Wealth Management

Financial Advisor

A Southern California native, Phil has his Bachelor's Degree in Business with an emphasis in Securities and Investing from Cal State University Fullerton. He has 35+ years industry experience all the while with UBS Financial Services Inc. He is Series 4, 7, 8, 53, 63 and 65 licensed, and has been a Certified Financial Planner (CFP®) for most of his career. A former pilot, he flew missions and held offices for the Civil Air Patrol for many years. Sports, karaoke and a passion for US History, round out his professional life.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA

Education

  • Bachelor's Degree in Business with an emphasis in Securities and Investing, Cal State University Fullerton

Credentials

  • CERTIFIED FINANCIAL PLANNER
135 S. State College Blvd
Suite 650
Brea, CA 92821

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

51 countries

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