The power of investing now

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Linda began her practice in 2005 with a single, simple desire: to help people improve their lives and futures. She brings an active, lean-forward approach to her practice, offering a considered and thoughtful perspective in the areas of asset management, corporate benefits, retirement planning and support for people facing financial decisions after a loss or divorce. Two- parts math/science/stats buff and one-part psychologist, Linda offers financial advice clients describe as lifestyle coaching and support.

Linda moved her practice from Merrill Lynch to UBS in August of 2018, and she brings a wealth of knowledge and experience to her role as a seasoned Senior Portfolio Manager. She firmly believes that getting deep into the details of her clients’ finances gives her a granular, market-level view of new investment opportunities. Drawing on her background as a corporate executive at Pac Bell/SBC (now AT&T), Linda is uniquely qualified to help both employees and executives leverage benefits packages and rollovers, and her impressive roster of referral-based business speaks to a highly satisfied client base.

Linda’s passion for helping extends to other areas of her life as well. She is on the Salvation Army Advisory Board, where she specializes in family housing and rehabilitation facilities, and has also volunteered at a church-based youth education program. In addition, Linda was Board President of her local Little League chapter for four years and has run fundraisers for the school athletic program in her district. In her spare time, Linda loves cooking and wine. An exercise enthusiast with a green thumb, you’re as likely to find her in the back garden as you are at her local gym.

• Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior 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 Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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With nearly 30 years of experience in asset management – having launched his career in 1993 at Dean Witter – David dedicates himself to creating customized income streams for clients – using carefully-selected equities, corporate and municipal bonds, mutual funds and options. David’s responsibilities include creating individual asset allocations for clients and managing their long-term equity portfolios.

Born and raised in Castro Valley and married to his high school sweetheart, David earned a Bachelor of Arts degree in Psychology from University of California, Berkeley, where he played on two national championship rugby teams and was named an All American his senior year. Today, David lives in Danville with his wife of 26 years, Toni, and their three children. When not cheering for them in water polo, swimming, rugby, baseball and dance, David coaches rugby for the Danville Oaks and is involved in fundraising for the Cal Alumni Association. His Family also volunteers on behalf of children with Down Syndrome. In his “spare time,” David enjoys traveling, swimming, hiking, and coaching.

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Mike brings over nineteen years of financial services to clients, having begun his financial services career at Merrill Lynch in 2002. Today, he focuses on organizing client’s complex financial situations and designing customized retirement roadmaps. Mike also devotes significant time to the research and formulation of customized client portfolios that include separately managed accounts, ETFs, and annuities.

A graduate of the California State University of Hayward, Mike earned a Bachelor of Science degree in Business Administration with an option in Finance. Mike is native of Hayward and lives in San Ramon with his wife of twenty years, Alicia, and their two children. When he’s not coaching his son’s baseball and basketball teams – and his daughter’s travel softball – Mike is a big fan of the Bay Area teams and an avid saltwater aquarist who specializes in coral aqua culturing. Mike also serves on the Cougar Foundation at his daughter’s school, is a member of the San Ramon LeTip Club and of the Chamber of Commerce.

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Having grown up in California on his father’s farm where he “lived and understood” the unique challenges and opportunities of agriculture and real estate. Darrick now serves the specialized financial needs of many affluent farmers, small business and real estate owners. With first hand appreciation and 25 years spent in financial services – Darrick’s ability to create lifelong income streams for clients and, especially, to tailor asset lending for their personal circumstances, has played a major role in the lifestyles they enjoy.

A graduate of the University of California at Berkeley, Darrick lives in Wyoming with his wife, Julie, and their two children. Darrick is an avid outdoorsman whose passions include backcountry skiing in Wyoming, Utah and Alaska. He is also a single-digit golfer, a loud and loyal supporter of Cal football, and with his wife, supports charitable causes through their family foundation.

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After graduating from the University of Washington with a degree in Quantitative Managerial Economics and Mathematics, Ron began his career at Merrill Lynch in 2018. As a part of the Pacific Legacy Wealth Management Group, he handles portfolio research, financial planning, and investment analysis. With this, he works closely with individual families to explore their best options, given their unique financial scenarios.

Outside of the office, Ron is an avid skier and passionate pianist. He also is a part of two non-profit organizations, where he supports the families of fallen police officers and firefighters in his role with the 100 Club, and helps create/plan community initiatives to local charities as a member of Pledge to Humanity.

• CERTIFIED FINANCIAL PLANNER™
• Certified Divorce Financial Analyst

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As a member of the Pacific Legacy Wealth Management Team at UBS in Walnut Creek, we specialize in protecting and growing the wealth that our clients have worked hard to earn. We aim to create a foundation that allows our clients' wealth to remain in their families' hands for generations to come through a high touch combination of investment management, corporate stock option planning, estate planning, and tax management.

Throughout her 40 years in the financial services industry, Lisa’s primary objective has been to provide an exceptional measure of service – bringing each client her thoughtfulness, responsiveness and positive attitude. Lisa’s attention to detail and ability to utilize companywide resources makes her a vital asset to the Pacific Legacy Wealth Management Group.

Ravinder's natural ability to understand, communicate, and help our clients has showcased throughout her 37 years working in the financial services industry. Ravinder prioritizes our clients first and with her detail-orientation, she always finds a way to make the client experience better! Her commitment and understanding of complex financial operations has helped her translate this value to our clientele, making her a key member of The Pacific Legacy Wealth Management Group.

When Ravinder is not supporting our crew, she enjoys spending time with her family going on hikes and travelling with friends (their travelling group has now been to 6 different countries!). Ravinder and her husband, Sanjeev, are proud parents of two children and their family dog, Romeo.

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.