Lasting relationships. For all that matters

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Boardwalk ocean

Peter Y. Choy, AIF, CRPC, CRPS

Senior Vice President–Wealth Management

With over 25 years of wealth management experience and advising clients through ever-changing capital markets, Peter serves as a resource and partner to his clients. Having held previous positions as a branch manager and training coordinator for a major wirehouse in the Phoenix metropolitan area, his unique industry knowledge provides insight into clients' value in navigating them toward their financial goals.

Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, wealth transfer strategies, and retirement planning. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.

His practice offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many recognized designations he holds, Peter is also an Institutional Consultant and Retirement Plan Consultant with UBS. This distinctive title allows Peter to assume a fiduciary role in the implementation and management of qualified plans.

Peter resides in Gilbert, Arizona with his wife and two daughters. During his free time, Peter enjoys reading, traveling, and spending time with family. 

Notable Recognition

· Director's Council | 2017, 2019, 2021

· President's Council | 2018, 2020, 2022

· Practice featured in Forbes magazine | 2013

Personal & Community

TPR Foundation | Board Member

Sun Lakes Crown Rotary | Paul Harris Fellow

 

CA Insurance License #: 0D72744

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.

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

Education

  • Executive's Certificate, University of Pennsylvania, Wharton
  • United States Military Academy, West Point
  • Business and Communication, Arizona State University

Credentials

  • Accredited Investment Fiduciary
  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager
  • Endowment & Foundation Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Estate planning strategies
Philanthropy
Business succession
Custom portfolios
Institutional consulting
Lending services
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
  • (602) 957-5145

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights