Experience

Ken oversees the financial planning process for our clients in order to develop strategies towards the attainment of their goals.  His focus is on creating cash-flow models, managing client allocations, and providing appropriate lending solutions. He graduated from San Diego State with a B.S. in Business Administration. Active in the community, Ken participates in the San Diego Yacht Club Military Appreciation program, and also assists in organizing Operation Holiday Helping Hand, an annual event providing much needed monetary and moral support for families of deployed and wounded military personnel. CA Insurance Lic. #0709075

Brad focuses on wealth transition management including retirement income planning, charitable giving, and income replacement strategies. Brad attended San Diego State University. Brad is very active in his community, supporting many charitable programs that are important to him and his family. He is currently a board member of The Fishman Fund Advisory Board for the Sanford Burnham Prebys Medical Discovery Institute. Brad and his wife, Gigi, have two sons, Alec and Tristen. He enjoys surfing and many other water sports. CA Insurance Lic. #0B18749

Laura is responsible for managing the team's operations and is involved with all aspects of maintaining our wealth management practice. Laura graduated from San Diego State University with a Bachelor of Arts degree in economics and a minor in political science. Laura maintains the Certified Financial Planner™ (CFP®) certification and has also earned a certificate from SDSU's Executive Financial Planner Program, which involved a six course program at the graduate level in the core areas of financial planning. Laura holds her Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. She enjoys spending time with family, especially her husband, John, and their three children. CA Insurance Lic. #0H71809

CERTIFIED FINANCIAL PLANNER™, CERTIFIED EXIT PLANNING ADVISOR™

Ben Kingsley, CFP®, CEPA® is a Financial Advisor at UBS, where he provides wealth management services to business owners, individuals, and families. He takes a holistic approach to financial planning, examining all aspects of a client's financial life and creating personalized investment solutions to help them achieve their long-term goals. Ben is dedicated to educating his clients and helping them feel more confident and comfortable when it comes to managing their money. With his expertise and personalized approach, Ben is well-equipped to guide his clients towards a brighter financial future.

Prior to joining UBS, Ben worked at a Registered Investment Advisor firm where he provided his clients with personalized advice to help meet their long-term goals related to financial planning, tax, estate, and investment management. In recognition of this work, he was twice named Employee of the Year.

Ben graduated from Westmont College with a BA in Economics and Business with a focus in Personal Finance. He holds the Financial Industry Regulatory Authority (FINRA) Series 65, 66, and 7 licenses and the CERTIFIED FINANCIAL PLANNER™ designation. In his spare time Ben enjoys backpacking, helping in the community, going to Padres games, and spending time with friends and family. He is a volunteer at his local church and the Monarch School in Downtown San Diego. CA Insurance Lic.#4212808