Let's move forward. Together.

At Pacific Peak Partners, we focus on holistic planning and ongoing conversations to deeply understand our clients’ needs, wants and wishes. We make sure that financial plans align with investment portfolio’s and continuously monitor portfolio for opportunities.

We firmly believe that new technologies, social phenomena, and environmental changes are quickly altering the world we  live in, while constant political news and short-term market speculation distract us from forward-looking thinking.  At the end of the day we are helping clients identify and address their goals as well as their concerns.

 

SF

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Comprehensive planning for significant wealth

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Wealth transfer across generations

Helping women take charge

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Advice for business owners & entrepreneurs

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Philanthropy

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Legacy planning

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Sean Edrington Profile Photo

    Sean Edrington

    Senior Vice President–Wealth Management

    Financial Advisor

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    I grew up in Louisville, Kentucky before attending Indiana University. Post-college I was a cofounder a start-up company in the food  processing industry. After working up and down the coast of California and having a successful exit from the business, I moved to Los  Angeles and began working in the financial services industry in 2001. Building and selling a business provided me keen insight into all the  details associated with creating and keeping wealth. 

    It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can  be hard, asking the right questions can make things clearer. So, when we speak, I want to learn about those life questions that are on your  mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my  family be ok when I’m gone?” Together, I know we can find the answers. 

    Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Since 2001, I have put  my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

    In 2016 I relocated my family from Los Angeles to San Francisco and currently live in Fairfax with my wife Sara, daughter, Kariana, son,  Ryder and our dog, Otis. I love cooking, hiking, golf, physical fitness and football. In my free time you will find me with my family  exploring the outdoors.

    Sean has worked in the financial services industry since 2001 at three major Wall Street firms.

    CA Life Insurance #0E80199 

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The 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.

        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
        sean.edrington@ubs.com
        Sean Edrington
        555 California Street,San Francisco,CA,94104
      • Photo of KT

        Kimberly "KT" Twombly, CFP®

        Senior Vice President–Wealth Management

        Financial Advisor

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        Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.

        Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.


        Personal & Community

        • Avid morning runner
        • Experimental chef + baker
           

        CA Life Insurance #0E10968

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
              kimberly.twombly@ubs.com
              Kimberly "KT" Twombly, CFP®
              555 California Street,San Francisco,CA,94104
            • Eric Fingleson

              Eric Fingleson

              Senior Vice President–Wealth Management

              Financial Advisor

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              • Forbes Best-in-State Wealth Advisors, 2024, 2025The 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, 2024, 2025The 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.
              • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                  eric.fingleson@ubs.com
                  Eric Fingleson
                  131 South Rodeo Drive,Beverly Hills,CA,90212
                • Eva

                  Eva Agi

                  Senior Wealth Strategy Associate

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                        131 South Rodeo Drive
                        Suite 300
                        Beverly Hills, CA 90212
                        eva.agi@ubs.com
                        Eva Agi
                        131 South Rodeo Drive,Beverly Hills,CA,90212
                      • Souvanna website

                        Souvanna Sophabmixay

                        Senior Registered Client Associate

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                        Souvanna comes to us from Morgan Stanley where he supported a handful of advisors. Prior to Morgan Stanley, Souvanna worked with our Operations Team in Walnut Creek. Souvanna is a proud graduate of San Francisco State University.

                              555 California Street
                              32nd/ 34th /46th Floor
                              San Francisco, CA 94104
                              souvanna.sophabmixay@ubs.com
                              Souvanna Sophabmixay
                              555 California Street,San Francisco,CA,94104
                            • Busra picture

                              Busra Cigner

                              Senior Wealth Strategy Associate

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                              Busra joined UBS as Senior Wealth Strategy Associate.  She graduated from the University of Washington (Seattle) with a double major in Communication and Political Science concentrating in Tech & Global Media and Political Economy.  Prior to UBS, Busra was an Associate at Goldman Sachs.

                              Busra is passionate about empowering high net worth clients to achieve their financial aspirations and secure their legacy for generations to come. She enjoys fostering meaningful client relationships and believes that trust and open communication are the cornerstones of effective wealth management. Outside of work, she enjoys swimming, exploring the beautiful trails of Bay Area with her dog Luna, and learning how to pilot small airplanes as a hobby. Busra is dedicated to continuous learning and personal growth which mirrors her commitment to delivering exceptional service and results for clients.

                               

                                    555 California Street
                                    32nd/ 34th /46th Floor
                                    San Francisco, CA 94104
                                    busra.cigner@ubs.com
                                    Busra Cigner
                                    555 California Street,San Francisco,CA,94104

                                  A leader in wealth management

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                                  UBS is a leading and truly global wealth manager

                                  Fausto

                                  Tariffs, volatility and your portfolio

                                  Are you ready?

                                  In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                  We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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