Panfang "Pam" Fu, CRPS, CRPC
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Experience

Makes all the difference

Diane Lara

Wealth Management Associate

As a Wealth Management Associate, Diane provides exceptional service to clients on a daily basis. Diane began her career in financial services in 2005, joining UBS in 2009. She holds series 7, series 66 and California insurance licenses. Diane grew up in Orange County, and currently resides in Irvine. In her free time she enjoys spending time with family, friends, traveling and being outdoors.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • MO
  • NV
  • NY
  • OR
  • TX
  • WA
  • WY

Diane Lara

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

Diane Lara

Wealth Management Associate

As a Wealth Management Associate, Diane provides exceptional service to clients on a daily basis. Diane began her career in financial services in 2005, joining UBS in 2009. She holds series 7, series 66 and California insurance licenses. Diane grew up in Orange County, and currently resides in Irvine. In her free time she enjoys spending time with family, friends, traveling and being outdoors.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • MO
  • NV
  • NY
  • OR
  • TX
  • WA
  • WY
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

diane.lara@ubs.com
Diane Lara
888 San Clemente Drive,Newport Beach,CA,92660

Our resources

  • Roubina

    Roubina Kurkjian

    NMLS #637447

    Senior Wealth Management Banker, UBS Bank USA

    View bio

    Roubina Kurkjian joined UBS Bank USA in 2016, and she is currently a Senior Wealth Management Banker covering the Orange County Market.

    Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

    Professional history

    Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

    Education and personal information

    In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds permissive Series 7 and 66 securities licenses. She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

    Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

  • Roubina

    Roubina Kurkjian

    NMLS #637447

    Senior Wealth Management Banker, UBS Bank USA

    View bio

    Roubina Kurkjian joined UBS Bank USA in 2016, and she is currently a Senior Wealth Management Banker covering the Orange County Market.

    Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

    Professional history

    Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

    Education and personal information

    In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds permissive Series 7 and 66 securities licenses. She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

    Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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