Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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  • Gregg Palmer

    Gregg Palmer

    Senior Vice President–Wealth Management

    Financial Advisor

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    Gregg Palmer joins us from First Republic where he held the title of Managing Director and Wealth Advisor.  His experiences prior to First Republic include 15 years with Wells Fargo as a Senior Vice President working with high net worth families and time with Nicolas Applegate Capital Management in San Diego. As a Wealth Advisor with almost three decades of experience in the wealth management industry, Mr. Palmer consults with clients to develop and implement comprehensive wealth management solutions with the assistance of a multi-disciplinary team of specialists.

    Gregg earned his Bachelor of Arts from Boston University and currently holds his SIE, 7, 63 & 65 and California Insurance licenses.

    Gregg lives in La Jolla Village with his wife Leigh and his children, Zo and Will.

    California Insurance License #0D64602

          1200 Prospect Street
          Suite 100
          La Jolla, CA 92037
        • Saba Lak

          Saba Lak

          Client Associate

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            Saba Lak joins us from First Republic Bank where she held the position of Preferred Banker.  Prior to joining First Republic, Saba worked for Wells Fargo as a Personal Banker from 2011-2018. 

             

            Saba is a graduate of San Diego State University and is certified in Business Strategy from Harvard Business School Online. She is also a member of the Solana Beach Chamber of Commerce and CalCPA.

             

            Saba lives in La Jolla with her fiancé, Pete.

                • Jason Kaimer

                  Jason Kaimer

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                    Jason Kaimer joins us from First Republic Bank, where he held the title Senior Managing Director and Team Leader for the San Diego region.  After joining First Republic in 1999 to spearhead residential construction lending, Jason refined his skills as an experienced banker, lender and trusted advisor, specializing in private banking and wealth management solutions for personal and business clients throughout Southern California.  Prior to joining First Republic, Jason was Regional Manager for La Jolla Bank and a Preferred Banker with Great American Savings. 

                    Jason has over 34 years of experience in the financial services industry and currently holds his Series 7, 63, and Life & Property Insurance Licenses.

                    California Insurance License #0J09445

                        Focus on liquidity management

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                        UBS and Credit Suisse—stronger than ever

                        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.

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                        A global leader in wealth management

                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

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                        UBS is a world-leading wealth manager