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
  • IL
  • IN
  • MD
  • ME
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA


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


135 S. State College Blvd
Suite 650
Brea, CA 92821
  • (714) 256-5401

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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