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Paul Cutter

Senior Vice President–Wealth Management

Financial Advisor

Since 1987 I have been providing investment services to homeowner association clients. I have deliberately familiarized myself with the financial objectives and concerns of such associations, their directors, and managers. I am a member of Community Associations Institute and past president of its California North chapter.

The financial asset size of client association relationships ranges from $1,000,000 to $20,000,000+. I personally represent 180+ associations and their 75,000+ homes; and $180,000,000+ of their UBS-held assets. A basic strategy is employed in each instance with customization for the particular goals of each association. Client references are available.

I am in my thirty-fifth year as a financial advisor after receiving a degree in Economics from University of California, Davis. I have been with the same firm since moving to Sacramento in 1989, though it has changed names from Kidder Peabody, to PaineWebber, to UBS.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • HI
  • ID
  • MA
  • MI
  • NV
  • NY
  • OH
  • OR
  • TX
  • VT
  • WA

Education

  • B.A. Economics, UC Davis
1610 Arden Way
Suite 200
Sacramento, CA 95815
  • (916) 648-7296

Email Me

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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