Perry A. Zeigler, CFP, CIMA, CPWA
View FINRA BrokerCheck informationContact us

An experienced and committed team

As your financial advisory team, our focus is on advising you and your family on multi-generational wealth planning. We explore the life you envision to discover your personal aspirations. Together, we translate your goals into a financial plan and design a suitable wealth management strategy to guide you in reaching your objectives. Drawing on the unique insight of UBS, our team's combined expertise of over 75 years as well as professional qualifications (CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, Certified Private Wealth Advisor®, Certified Exit Planner Advisor®, Chartered Retirement Planning Counselor®), you'll receive Advice Beyond Investing. Your goals are our focus, and achieving them is a commitment we share.

Perry Zeigler

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Perry Zeigler

Credentials

  • Certified Investment Management Analyst®
  • CERTIFIED FINANCIAL PLANNER™

Perry Zeigler

12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Perry Zeigler

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Credentials

  • Certified Investment Management Analyst®
  • CERTIFIED FINANCIAL PLANNER™
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Kalyn Walker

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Kalyn Walker

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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 Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • On Wall Street – Top 40 Advisors Under 40, 2016, 2017The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October 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

Kalyn Walker

Credentials

  • Certified Exit Planning Advisor

Kalyn Walker

12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Kalyn Walker

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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 Women Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • On Wall Street – Top 40 Advisors Under 40, 2016, 2017The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October 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

Credentials

  • Certified Exit Planning Advisor
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Karen Dhuyvetter

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • MA
  • MI
  • NC
  • NV
  • NY
  • OR
  • TX
  • WA

Karen Dhuyvetter

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠

Karen Dhuyvetter

12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Karen Dhuyvetter

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • MA
  • MI
  • NC
  • NV
  • NY
  • OR
  • TX
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Pamela Taylor

Team Administrator

Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.

Registered States:
  • AK
  • CA
  • CO
  • MI
  • NC
  • NV
  • NY
  • OR
  • TX
  • WA

Pamela Taylor

12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me

Pamela Taylor

Team Administrator

Pamela oversees client services and responds directly to a full range of operational inquiries. Starting her career in the financial services industry in 1994, her expertise includes the areas of compliance, management and administration. Pamela's passion for providing exceptional client service sets our team apart from all others.

Pamela holds the following FINRA securities licenses: 7, 63, 66, 9, and 10. She earned her B.S. in Business Administration from California State University San Marcos.

Registered States:
  • AK
  • CA
  • CO
  • MI
  • NC
  • NV
  • NY
  • OR
  • TX
  • WA
12220 El Camino Real
Suite 400
San Diego, CA 92130

Email Me