Let's move forward. Together.

Sailboat splashing in water

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Marc Lewis Foster

    Marc Foster, CIMA

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • MA
    • MI
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA

    Marc has spent his entire career in wealth management with UBS, dating back to 1979. During his 37 years with the firm, he has found success by providing best in class service and strategic expertise to the families and institutions he works with. Marc structures and implements the high-level estate, tax, and investment planning and oversees the portfolio construction and management for the group's client base. 

    Marc earned a Bachelor's Degree in Chemistry from California State University, Fullerton and is active in local schools and charities. Marc and his wife, Rhenda, live in Newport Heights.

     

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Blake Foster

        Blake Foster

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • KS
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA

        Blake joined his father at Foster Wealth Management in 2009 after graduating from Loyola Marymount University with a B.B.A degree with concentrations in both finance and entrepreneurship. He specializes in alternative investments, financial planning, and educating our client's next generation on investing. Blake understands the discipline and commitment required to train and compete at a high level in Ironman Triathlon races.

        Blake lives in Newport Beach with his wife Sarah and their two children, Emma and Bennett. He is an active member of the Newport Harbor Yacht Club and Big Canyon Country Club.  His hobbies include golf, boating, fishing, mountain sports, and wine.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021, 2022The 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, 2022The 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, 2022The 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.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • Brian Gooding

            Brian Gooding

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • DC
            • FL
            • GA
            • HI
            • IA
            • ID
            • MA
            • MD
            • MI
            • MO
            • MT
            • NC
            • NJ
            • NM
            • NV
            • NY
            • OK
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA

            Brian helps oversee the management of FWM's equity, derivative, and fixed income portfolios, develops and implements estate and insurance planning and structure, and advises on real estate and mortgage financing.  Brian is active with USC, Loyola High School, and the Augie's Quest ALS Foundation. 

            Brian started with UBS in 2010 after completing his MBA in International Finance at Loyola Marymount University.  Prior to joining UBS, Brian worked for five years in private equity and structured finance in commercial real estate.  Brian graduated from USC with a Bachelor's Degree in Finance in 2005.  Brian, his wife Kristen, and their two sons Will and Bradley reside in Newport Heights.

             

            • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The 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, 2019The 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, 2022The 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.

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • Raymond  Lejano

                Raymond Lejano

                Investment Associate

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                • AZ
                • CA
                • CO
                • FL
                • HI
                • MT
                • NM
                • NV
                • TX

                Ryan has 25 years of experience in financial services, all with UBS, and has been with the Foster Wealth Management Group since 1999. Ryan oversees the fixed income trading operations and execution, cash management, and new issue syndicate trading.  Ryan graduated from California State University, Long Beach with a Bachelor's Degree in Finance.  Ryan resides in Orange with his wife Cathy, and two children, Mia and Rayne.

                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660
                    • Mercede L. Schroeder

                      Mercede Schroeder

                      Team Administrator

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                      • CA

                      Mercede first joined UBS in 2001 working in an administrative position. She later joined Raymond James and worked there as a registered sales assistant for seven years. Mercede was recruited back to UBS in 2013 by the Foster Wealth Management to run the operational side of the group's business. Mercede is integral to clients, serving as their point person during the onboarding process, orchestrating all internal and external money and investment account transfers, and dealing with all other operational items.  Mercede is an active athlete, playing in soccer and softball leagues as well as extreme endurance sports.  She attended Fullerton College prior to joining UBS.

                       

                            888 San Clemente Drive
                            Suite 300
                            Newport Beach, CA 92660
                          • Trenton Charles Coats

                            Trenton Coats

                            Client Associate

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                            • CA

                                  888 San Clemente Drive
                                  Suite 300
                                  Newport Beach, CA 92660

                                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

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                                UBS is a world-leading wealth manager

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