Purpose. Passion. Performance

Why choose us?

Experience
We are a multigenerational team of Private Wealth Advisors with decades of diverse experience helping our clients enjoy their success today, strategically plan for tomorrow and leave a lasting legacy for their families and the causes in which they believe.

Insight
We understand the complex needs of wealthy families to deliver thoughtful solutions beyond just investments. Let us help you form a strategic plan that creates a lasting legacy for your family and the causes that matter most to you.

Access
With the attention of a boutique family office and the resources of one of the world’s leading wealth management firms, our advice and services look well beyond your investment needs.

Three generations in apple orchard

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

Adult daughter with mother exercising

Legacy planning

Helping women take charge

Maximize your potential wealth

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way.

You’re selling within the year

You’re selling within the year

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Connect with us

You’re 3 years away from exiting

You’re 3 years away from exiting

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Connect with us

You’re considering an exit in 5 years

You’re considering an exit in 5 years

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Connect with us

Finalize your trust and estate strategies
Work with us to interview and select the investment banker that works best for you
Finalize your exit plan and focus on getting the best deal for the sale
Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
As needed, prepare employees and managers for the transition
Think about what’s next for you and your future, after the sale

Connect with us

Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
Build the right pre-sale advisory team, including an investment banker, attorney and CPA
Explore gift and estate strategies to help maximize net proceeds from a sale

Connect with us

Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
Fine-tune your business model to be most appealing to a buyer
Make sure business documentation and financial statements are in order
Put together a team to prepare the business and optimize value
Strengthen your management team

Connect with us

We thrive when you succeed

Our multigenerational team combines wisdom with cutting-edge research to bring the most relevant insights to our client relationships. Our disciplined service model enables us to understand your desires and implement an effective strategy to achieve them. Equally passionate about delivering result we judge our performance on whether you successfully achieve your goals.

When it comes to what matters to you—your family, business and legacy—it’s more important than ever to have a partner you can trust to guide you forward.

Private Wealth Advisors

Braydon Hamilton, CFP, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
Braydon Hamilton, CFP, CIMA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5241
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
As a Certified Financial Planner professional and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to filter through the wide range of investment options to help clients build diversified portfolios that are customized to each investor’s unique financial plan. Braydon, his wife Allison, and daughters Brooklynn and Reagan, make their home in Scripps Ranch, California. A graduate of San Diego State University School of Finance, his passions outside of family and work are being an active member of the Juvenile Diabetes Research Foundation and playing golf.

CA License #0B43748
- Barron's Top 1,200 Financial Advisors, 2023, 2024
  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, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
1200 Prospect Street
Suite 100
La Jolla, CA 92037

braydon.hamilton@ubs.com

Braydon Hamilton, CFP, CIMA

1200 Prospect Street,La Jolla,CA,92037
Stephen M. LaFata CEPA ®, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor
Stephen M. LaFata CEPA ®, CPWA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5243
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
Prior to joining the team, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with founders, executives, and family offices to simplify their financial lives so they can focus on the people and causes they care about most. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is married with two daughters and is an active member in the San Diego theatre community.

CA license #0F93746
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2023The 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.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2024The 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, 2022, 2023, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1200 Prospect Street
Suite 100
La Jolla, CA 92037

stephen.lafata@ubs.com

Stephen M. LaFata CEPA ®, CPWA

1200 Prospect Street,La Jolla,CA,92037
Colin Parker, CFA

Authorized Officer

Financial Advisor
Colin Parker, CFA

Authorized Officer
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5250
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
As Financial Advisor and head of the team’s investment platform, Colin’s 11 years of experience in the financial services industry has spanned both coasts, and has specialized in efficient portfolio construction, management, and analysis for Ultra High Net Worth clients. Prior to joining UBS, he was a portfolio manager and investment strategist at Bank of America Merrill Lynch in New York. In that role, Colin was focused on the fixed income universe, where he created and managed tailored portfolios for private clients and institutions across municipal, corporate, and cross-asset strategies. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Institute and CFA Society San Francisco. He holds a Bachelor of Arts from Villanova University. A New England native, Colin and his wife Natalie enjoy traveling to see family, golfing, and spending time at the beach.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Chartered Financial Analyst®
1200 Prospect Street
Suite 100
La Jolla, CA 92037

colin.parker@ubs.com

Colin Parker, CFA

1200 Prospect Street,La Jolla,CA,92037
Casey Rader

Associate Director

Team Administrator
Casey Rader

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5242
View bio
- CA
Casey manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients’ operational and administrative needs. She joined UBS in 2004 after working as a fund accountant at BISYS Hedge Fund Services. Casey holds an M.S. in investment management from Boston University and a B.A. in economics and classical studies from Rollins College.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

casey.rader@ubs.com

Casey Rader

1200 Prospect Street,La Jolla,CA,92037
Rozie Moylan

Authorized Officer

Senior Wealth Strategy Associate
Rozie Moylan

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5206
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- UT
- VA
- WA
Rozie primarily focuses on managing Paradigm Group’s investment platform. She began at UBS in 2021 as part of the selective Global Wealth Management Graduate Talent Program. During her years in the program, Rozie worked with Private Wealth Management teams all across the firm, gaining experience in investment management, ultra high net worth client solutions, research, lending, and sustainable investing. Rozie grew up in Rhode Island and graduated Summa Cum Laude from Boston College, where she studied psychology and finance. Rozie holds her series 7 & 66 licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

rosamond.moylan@ubs.com

Rozie Moylan

1200 Prospect Street,La Jolla,CA,92037
Jenny Dunn

Client Associate
Jenny Dunn

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5244
View bio
- CA
Jenny works closely with Casey to execute administrative tasks and maintain quality service for clients, with a focus on leading marketing initiatives for the team. She began at UBS in 2022 as a client service associate in the Century City office and joined Paradigm Group in early 2024. She is passionate about understanding what is important to clients and finding ways to reach their financial goals so they can focus on the things they care about most. Jenny holds her series 7 and 66 licenses and graduated Cum Laude from the University of Southern California with a B.A. in Communication. She hopes to become a Court Appointed Special Advocate (CASA) for a child in foster care. In her free time, she enjoys traveling, spending time with family, and going to the beach.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

jennifer.dunn@ubs.com

Jenny Dunn

1200 Prospect Street,La Jolla,CA,92037

Strategic Partners

Kimberly Guha

Vice President–Wealth Management

Financial Advisor
Kimberly Guha

Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

12220 El Camino Real
Suite 400
San Diego, CA 92130

858-947-5982
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MD
- MO
- NC
- NM
- NV
- NY
- OH
- OR
- SC
- TX
- WA
- WI
Kim is a Financial Advisor with her CFP® certification who focuses on providing investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management Advisor. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- CERTIFIED FINANCIAL PLANNER®
12220 El Camino Real
Suite 400
San Diego, CA 92130

kimberly.guha@ubs.com

Kimberly Guha

12220 El Camino Real,San Diego,CA,92130

Private Wealth Advisors

Braydon Hamilton, CFP, CIMA

Managing Director–Wealth Management

Private Wealth Advisor
Braydon Hamilton, CFP, CIMA

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5241
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
As a Certified Financial Planner professional and Certified Investment Management Analyst, Braydon possesses strengths in the areas of financial planning and equity portfolio analysis. His 20 years of experience, along with his post-graduate work at the Wharton School of Business, enable him to filter through the wide range of investment options to help clients build diversified portfolios that are customized to each investor’s unique financial plan. Braydon, his wife Allison, and daughters Brooklynn and Reagan, make their home in Scripps Ranch, California. A graduate of San Diego State University School of Finance, his passions outside of family and work are being an active member of the Juvenile Diabetes Research Foundation and playing golf.

CA License #0B43748
- Barron's Top 1,200 Financial Advisors, 2023, 2024
  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, 2020, 2021, 2022, 2023, 2024The 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, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
1200 Prospect Street
Suite 100
La Jolla, CA 92037

braydon.hamilton@ubs.com

Braydon Hamilton, CFP, CIMA

1200 Prospect Street,La Jolla,CA,92037
Stephen M. LaFata CEPA ®, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor
Stephen M. LaFata CEPA ®, CPWA

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5243
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
Prior to joining the team, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with founders, executives, and family offices to simplify their financial lives so they can focus on the people and causes they care about most. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is married with two daughters and is an active member in the San Diego theatre community.

CA license #0F93746
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021, 2023The 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.
- Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2024The 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, 2022, 2023, 2024The 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Private Wealth Advisor
- Certified Exit Planning Advisor
1200 Prospect Street
Suite 100
La Jolla, CA 92037

stephen.lafata@ubs.com

Stephen M. LaFata CEPA ®, CPWA

1200 Prospect Street,La Jolla,CA,92037
Colin Parker, CFA

Authorized Officer

Financial Advisor
Colin Parker, CFA

Authorized Officer
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5250
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- UT
- VA
- WA
As Financial Advisor and head of the team’s investment platform, Colin’s 11 years of experience in the financial services industry has spanned both coasts, and has specialized in efficient portfolio construction, management, and analysis for Ultra High Net Worth clients. Prior to joining UBS, he was a portfolio manager and investment strategist at Bank of America Merrill Lynch in New York. In that role, Colin was focused on the fixed income universe, where he created and managed tailored portfolios for private clients and institutions across municipal, corporate, and cross-asset strategies. He is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Institute and CFA Society San Francisco. He holds a Bachelor of Arts from Villanova University. A New England native, Colin and his wife Natalie enjoy traveling to see family, golfing, and spending time at the beach.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- Chartered Financial Analyst®
1200 Prospect Street
Suite 100
La Jolla, CA 92037

colin.parker@ubs.com

Colin Parker, CFA

1200 Prospect Street,La Jolla,CA,92037
Casey Rader

Associate Director

Team Administrator
Casey Rader

Associate Director
Team Administrator

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5242
View bio
- CA
Casey manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients’ operational and administrative needs. She joined UBS in 2004 after working as a fund accountant at BISYS Hedge Fund Services. Casey holds an M.S. in investment management from Boston University and a B.A. in economics and classical studies from Rollins College.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

casey.rader@ubs.com

Casey Rader

1200 Prospect Street,La Jolla,CA,92037
Rozie Moylan

Authorized Officer

Senior Wealth Strategy Associate
Rozie Moylan

Authorized Officer
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5206
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- ID
- IL
- IN
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TX
- UT
- VA
- WA
Rozie primarily focuses on managing Paradigm Group’s investment platform. She began at UBS in 2021 as part of the selective Global Wealth Management Graduate Talent Program. During her years in the program, Rozie worked with Private Wealth Management teams all across the firm, gaining experience in investment management, ultra high net worth client solutions, research, lending, and sustainable investing. Rozie grew up in Rhode Island and graduated Summa Cum Laude from Boston College, where she studied psychology and finance. Rozie holds her series 7 & 66 licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

rosamond.moylan@ubs.com

Rozie Moylan

1200 Prospect Street,La Jolla,CA,92037
Jenny Dunn

Client Associate
Jenny Dunn

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1200 Prospect Street
Suite 100
La Jolla, CA 92037

858-729-5244
View bio
- CA
Jenny works closely with Casey to execute administrative tasks and maintain quality service for clients, with a focus on leading marketing initiatives for the team. She began at UBS in 2022 as a client service associate in the Century City office and joined Paradigm Group in early 2024. She is passionate about understanding what is important to clients and finding ways to reach their financial goals so they can focus on the things they care about most. Jenny holds her series 7 and 66 licenses and graduated Cum Laude from the University of Southern California with a B.A. in Communication. She hopes to become a Court Appointed Special Advocate (CASA) for a child in foster care. In her free time, she enjoys traveling, spending time with family, and going to the beach.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

jennifer.dunn@ubs.com

Jenny Dunn

1200 Prospect Street,La Jolla,CA,92037

Strategic Partners

Kimberly Guha

Vice President–Wealth Management

Financial Advisor
Kimberly Guha

Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

12220 El Camino Real
Suite 400
San Diego, CA 92130

858-947-5982
View bio
- AR
- AZ
- CA
- CO
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MD
- MO
- NC
- NM
- NV
- NY
- OH
- OR
- SC
- TX
- WA
- WI
Kim is a Financial Advisor with her CFP® certification who focuses on providing investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management Advisor. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
- CERTIFIED FINANCIAL PLANNER®
12220 El Camino Real
Suite 400
San Diego, CA 92130

kimberly.guha@ubs.com

Kimberly Guha

12220 El Camino Real,San Diego,CA,92130

two men planning

Ready to sell your business?

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Preserve wealth for generations

Preserve wealth for generations

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Taking the financial reins

Taking the financial reins

How we helped a retired widow navigate the next chapter of her life after her husband’s unexpected passing.

Business sale and beyond

Business sale and beyond

How we helped the owners of a private company prepare for and complete the sale of their business.

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