How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Artist building frame

Nicholas Patrick Schirripa, CFA, CRPS

Senior Vice President–Wealth Management

Nick Schirripa graduated from UCLA with a Bachelor of Arts in Business Economics and a minor in Accounting. Nick also earned an MBA from the Graziadio School of Business and Management at Pepperdine University. Nick holds the Chartered Financial Analyst® (CFA®) and Chartered Retirement Plans Specialist (CRPS®) designations. He oversees the portfolio management process for the Schirripa Group, services client relationships, provides financial planning, and works on client acquisition.

Nick serves on the Board of Directors for the Boy Scouts of America, Greater Los Angeles Council. He volunteers as the Chairman of the President's Leadership Council at Crespi Carmelite High School. In his free time, Nick enjoys competing in beach volleyball, boxing, skiing, snowboarding, and travelling with his wife.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • B.A., University of California, Los Angeles
  • MBA , Pepperdine University's Graziadio School of Business and Management

Credentials

  • Chartered Financial Analyst®
  • Chartered Retirement Plans Specialist
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3859

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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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As of 11/07/2023

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