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
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • ME
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WV

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5401

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

Insights