A plan for today, tomorrow and generations to come

Father and teenage son sitting on couch laughing

$1.37 Billion

Assets under management

As of 04/30/2022

159

Collective years of experience

10 person

seasoned team


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Barry Porter Profile Photo

    Barry Porter, CFP, CIMA, CEPA

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
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    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    How I can help you

    Together with my team, I work with successful individuals and families by providing long-term planning and solutions for complex financial needs.  For more than 30 years, I have emphasized the value of a process-driven planning approach in collaboration with clients’ other professional advisors to help coordinate all facets of their financial lives. I am committed  to making a positive difference for my clients and help them make personal and financial decisions across the many stages of their lives.

    What makes me knowledgeable

    I graduated from University of Southern California with a degree in Business Administration with an emphasis in Finance. My specialized credentials include the CERTIFIED FINANCIAL PLANNERTM professional designation, the Certified Exit Planning Advisor® certification through the Exit Planning Institute., and the Certified Investment Management Analyst® designation from the Investments and Wealth Institute. I joined UBS Financial Services Inc. in 2013 after 25 years at Merrill Lynch.

    Getting to know me

    When I’m not in the office, I enjoy spending time with my wife Aimee and children Hailey, Grayson, and Hudson. We reside in Corona Del Mar where I enjoy staying in shape by running, working out at the gym, and playing the occasional round of golf. We are fans of the Los Angeles Angels and enjoy vacation travel in our Airstream van.

    I am also very committed to philanthropy and community. My focus includes supporting the Pediatric Cancer Research Foundation (PCRF) each year, and the Harbor View Dads nonprofit which benefits the elementary school where my three children attend. My business partner, Jim, and I are also fulfilling a personal goal together by sponsoring a scholarship fund for deserving low-income students who are attending their former high school, Tustin High.

     

    CA Insurance License #0726844

    • 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.

    • University of Southern California, Business Administration with an emphasis in Finance
      Professional athletes
      Family Offices
      Corporate executives
      Investing
      Multi-generational families
      Business owners
      Entrepreneurs
      Professionals
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • James Axelson Profile Photo

      James Axelson, CFP, CEPA

      Senior Vice President–Wealth Management

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • FL
      • HI
      • ID
      • IL
      • IN
      • KS
      • MA
      • MD
      • MI
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      How I can help you

      I bring over 30 years of experience partnering with successful families navigating their financial futures.  Using a process developed and refined over time, my goal is to prepare clients for the transitions they will face as their lives unfold and their needs evolve. I am well-positioned with advice and planning that can give clients confidence to pursue their life goals. My focus includes:

      • Holistic and personalized financial planning, asset allocation, tax-efficient investment strategies and estate planning
      • Pre-liquidity strategic planning and post-liquidity asset
        management, including concentrated stock strategies
      • Retirement planning and sustainable income replacement strategies
      • Charitable giving strategies, including donor advised funds, charitable remainder trusts and foundations

      What makes me knowledgeable

      I earned a B.S. in Business with an emphasis in Accounting from California Polytechnic State University, San Luis Obispo. Prior to working in the Wealth Management business, I worked in the audit, tax and consulting divisions at KPMG Peat Marwick and earned his CPA Certificate.  In addition, I completed the CERTIFIED FINANCIAL  PLANNERTM professional designation from the CFP® board and the Certified Exit Planning Advisor® through the Exit Planning Institute.

      Getting to know me

      When I’m not in the office, I enjoy spending time with my significant other, Deborah, my three children Mychela, Dominic and Gabby, and grandchildren Gianna and Vincent. My family and I reside in Dana Point where I stay in shape by working out at the gym and taking long walks, mainly at the golf course. I am committed to children's charities, including a specific emphasis to Pediatric Cancer Research Foundation based in Orange County.

       

      CA Insurance License #0A38284

      • 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.

      • California Polytechnic State University, San Luis Obispo, B.S. in Business with an emphasis in Accounting
        Financial planning
        Investing
        Executive compensation
        Professional athletes
        Multi-generational families
        Business owners
        Family Offices
        Corporate executives
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Timothy Bremner Profile Photo

        Timothy Bremner

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • MI
        • MO
        • MT
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

        How I can help you

        I have been serving families with retirement, estate planning and asset management solutions for more than 40 years. My philosophy is simple. Successful wealth management is built on a strategy that focuses on the big picture. By taking a long-term view and establishing deep and valued relationships with our clients, we can provide a substantial level of comprehensive and personalized wealth advisory services. 

        What makes me knowledgeable

        I began his career at Merrill Lynch in 1978 and spent 36 years there before joining Jim and Barry at UBS in 2014. Through a thoughtful perspective and proactive service to your family’s needs, my experience in the industry spans over forty years. I have guided clients through times of prosperity and uncertainty, and thoughtfully integrate our high-quality capabilities in ways that make sense and are relevant to each client's objectives.

        Getting to know me

        When not in the office I enjoy spending time with my family, golfing, skiing, boating and fly fishing.

         

        CA Insurance License #0A57654

              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
            • Maria Kutscher Headshot

              Maria Kutscher, CFP, CFA, CPWA, CEPA, CRPC

              Executive Director

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • FL
              • HI
              • ID
              • IL
              • IN
              • KS
              • MA
              • MD
              • MI
              • MO
              • MT
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OK
              • OR
              • PA
              • SD
              • TN
              • TX
              • UT
              • VA
              • VT
              • WA
              • WI
              • WY

              How I can help you

              I work with multigenerational families, business owners and corporate/foundation boards by providing customized financial strategies and solutions designed with their unique needs and goals in mind. 

              I view my role as that of a Connector of our clients to our internal and external resources, a Curator of advice and strategies, and a Collaborator with our clients’ trusted tax and estate planning professionals. What I have found is that this approach enables our clients to make the most informed financial decisions for their business and personal lives.

              What makes me knowledgeable

              I bring more than three decades of experience to the team, including 14 years with UBS and its predecessor, PaineWebber. Prior to UBS I was a Private Client/Institutional Advisor at US Trust, and before that I worked with foundations at TIAA-CREF.  Earlier in my career I had my own investment research and advisory business. My education and designations include:

              • M.B.A., St. Mary’s College of California
              • B.S. Finance, California State University, Long Beach
              • CFA® - Chartered Financial Analyst charterholder
              • CFP® - CERTIFIED FINANCIAL PLANNER designee
              • CPWA® - Certified Private Wealth Advisor
              • CEPA® - Certified Exit Planning Advisor
              • CRPC® - Chartered Retirement Planning Counselor

              Getting to know me

              When not in the office, I enjoy spending quality time with my husband, Gary, and our two sons, Nick and Nathan. Residing in Huntington Beach, we enjoy the casual beach lifestyle, including the local cuisine and walking on the beach, but also enjoy occasional trips to down to Cabo. Our family dog, Maggie Mae, also gets a fair amount of attention. I am also actively involved in the community, performing annually in the CHOC Follies to raise funds for the Children’s Hospital of Orange County (CHOC), and an avid supporter of the American Legion and Mariners Church.

               

              CA Insurance License #4200447

                • California State University, Long Beach, Bachelors of Science, Finance
                • Saint Mary's College, MBA
                • CERTIFIED FINANCIAL PLANNER™
                • Chartered Financial Analyst®
                • Certified Private Wealth Advisor
                • Certified Exit Planning Advisor
                • Chartered Retirement Planning Counselor℠
                Financial planning
                Multi-generational families
                Women investors
                Business owners
                Family Offices
                Philanthropy
                Investing
                Institutional consulting
                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • Steven Hocking Profile Photo

                Steven Hocking, CFP

                Senior Vice President–Wealth Management

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                • AR
                • AZ
                • CA
                • CO
                • CT
                • FL
                • GA
                • HI
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • MI
                • MT
                • NC
                • NJ
                • NM
                • NV
                • NY
                • OK
                • OR
                • PA
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                Steven began his financial services career in 1996. His primary focus is providing financial guidance and counsel to business owners on retirement plans. He holds Series 7, 6, 63 and 66 securities licenses, as well as life, health and annuity insurance licenses. Steven earned a B.A. degree in business from California State University, Fullerton.

                • PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2016, 2017The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

                • California State University, Fullerton, B.A. degree in Business
                • Senior Retirement Plan Consultant
                • CERTIFIED FINANCIAL PLANNER™
                • Senior Portfolio Manager
                Institutional consulting
                Retirement Plan consulting
                401(k) plan services
                20 Pacifica
                Suite 1500
                Irvine, CA 92618
              • Carina Bagboudarian Profile Photo

                Carina Bagboudarian, CFP

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • CT
                • FL
                • HI
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • MI
                • MO
                • MT
                • NC
                • NJ
                • NM
                • NV
                • NY
                • OK
                • OR
                • PA
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                Carina graduated Magna Cum Laude from the University of California, Irvine with a Bachelor's degree in Economics. She joined the Porter Axelson Group upon graduation in 2011. In her current role, Carina is responsible for financial planning, portfolio reviews, performance reporting, and investment research. When not in the office, Carina enjoys spending time with her husband and her large extended family, trying new foods, and traveling.

                  • University of California, Bachelor's degree in Economics- Magna Cum Laude
                  • CERTIFIED FINANCIAL PLANNER™
                  Financial planning
                  Education planning
                  Retirement planning
                  888 San Clemente Drive
                  Suite 300
                  Newport Beach, CA 92660

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                Goals-based planning

                Goals-based planning

                Investment management

                Investment management

                Multigenerational families

                Multigenerational families

                Selling your business: Proceed with passion

                UBS Business Transition Services can help unlock the possibilities

                Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                Team Updates

                Backed by the strength of UBS

                The world's largest wealth manager (ADV Rating: as of 06/30/2020)

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                #1

                Serving Business Owners

                Euromoney Private Banking and Wealth Management Survey, 2020