A True Partner in Every Transition

Transition can be truly transformative when managed thoughtfully and prudently-particularly when it comes to business. At Prospect Wealth Partners, our collective experience has helped guide many businesses and their executives through major transitions. Not only do we appreciate the uncertainties and the opportunities they often bring, but also the extreme demands on the time, energy and focus of our clients.

Given your many other priorities, it is important to engage a team you can trust to work diligently and intelligently on your behalf. A team dedicated to the proactive service and attention you need to feel confident that your financial world is well supervised and your goals are on track.

Whether you are currently leading a major liquidity transaction, considering exiting or selling your company, changing careers or planning for retirement or your estate, we can help toward making the best financial decisions for you, your family and your future.

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"The most rewarding aspect of our practice is having a front-row seat to our clients' financial journeys. We've guided families through market highs and lows, life transitions, and evolving goals. Our committment is to stand with you, bring perspective you may not yet have needed, and help you move forward with clarity and confidence."
- Alex Howell

Alex Howell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Alex earned a B.S. in Business Administration from The Leeds School of Business at The University of Colorado. He has worked in the financial services industry since 2005, starting his career at Morgan Stanley and joining UBS in 2008. He currently resides with his wife and three children in San Diego, CA and has a passion for the markets, golf, skiing, and spending time with his family.

California Insurance License #0E95573
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020The 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, 2025The 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, 2024, 2025, 2026The 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, 2018, 2019The 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.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

alex.howell@ubs.com

Alex Howell

1200 Prospect Street,La Jolla,CA,92037
Dan Stevens, CFP, ChFC, CRPC

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Dan Stevens is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC®) with experience guiding successful families and entrepreneurs through the complexities of growing, protecting, and organizing their wealth.

Drawing on deep technical knowledge and a disciplined planning process, Dan helps clients make confident financial decisions that align with their values and long-term vision. He takes a comprehensive and collaborative approach to wealth management. This process integrates investment strategy, cash flow management, and multigenerational planning into a cohesive roadmap to help achieve lasting success.

Dan earned his A.B. from Harvard College, where he was a four-year letter winner on the Division I Water Polo Team, and a four-time NCAA All-Academic honoree. He also captained Team USA Water Polo at the 2012 Junior Pan American Games.

A Southern Californian native, Dan enjoys life near the water with his wife, Lauren, and their son, Devin. Outside the office, he can often be found at the beach, on a hike, or spending time with family and friends.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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.
- CERTIFIED FINANCIAL PLANNER
- Chartered Financial Consultant
- Chartered Retirement Planning Counselor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

dan.stevens@ubs.com

Dan Stevens, CFP, ChFC, CRPC

888 San Clemente Drive,Newport Beach,CA,92660
Brian Donaldson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Brian joined the Baldwin Group in 1998 and has constructed client portfolios since 2003. He has earned several professional designations-Certified Financial Planner™ in 2011, Certified Exit Planning Advisor® in 2018, and most recently, Certified Divorce Financial Analyst® .

Brian loves learning new things. This curiosity provides the motivation to develop a detailed understanding of client circumstances, goals, and priorities. To him, the planning process is analogous to receiving an annual physical from one's doctor – its consists of an examination, a diagnosis, and a prescription.

Brian graduated from the University of Missouri in 1991, resides in Encinitas, California, and is a parent to two busy teen-aged children, Rachel and Pierce. In what free time remains, he enjoys cooking, skiing, off-road motorcycling, and restoring neglected Porsches.

Brian has enjoyed giving back to his community by providing pro-bono financial planning services though the San Diego chapter of the Financial Planning Association.

California Insurance License #0C33858
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

brian.donaldson@ubs.com

Brian Donaldson

1200 Prospect Street,La Jolla,CA,92037
Katherine Tschida

Registered Client Associate
View bio
- CA
- MN
- NV
- NY
- UT
Katie Tschida joined Prospect Wealth Partners as a Registered Client Service Associate in 2021. She assists clients with operational needs such as banking, wire transfers, securities and cash transfers, and corporate actions. She began her career at Morgan Stanley in 2017, and then worked on the mutual fund trade desk for LPL Financial. Katie has also worked with Wealth Management Magazine in order to research and publish findings for the top-ranked colleges for financial planning. She is Series 7 and Series 66 licensed.

Katie graduated with a bachelor of science degree in Marketing from San Diego State University. She currently resides in La Jolla and spends her time at the beach, reading, and staying active. Above all, Katie enjoys traveling to new places and learning about different cultures. She has been to 24 countries across five continents and is excited to add more to her list.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

katie.tschida@ubs.com

Katherine Tschida

1200 Prospect Street,La Jolla,CA,92037

Alex Howell

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Alex earned a B.S. in Business Administration from The Leeds School of Business at The University of Colorado. He has worked in the financial services industry since 2005, starting his career at Morgan Stanley and joining UBS in 2008. He currently resides with his wife and three children in San Diego, CA and has a passion for the markets, golf, skiing, and spending time with his family.

California Insurance License #0E95573
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020The 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, 2025The 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, 2024, 2025, 2026The 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, 2018, 2019The 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.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

alex.howell@ubs.com

Alex Howell

1200 Prospect Street,La Jolla,CA,92037
Dan Stevens, CFP, ChFC, CRPC

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Dan Stevens is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Retirement Planning Counselor (CRPC®) with experience guiding successful families and entrepreneurs through the complexities of growing, protecting, and organizing their wealth.

Drawing on deep technical knowledge and a disciplined planning process, Dan helps clients make confident financial decisions that align with their values and long-term vision. He takes a comprehensive and collaborative approach to wealth management. This process integrates investment strategy, cash flow management, and multigenerational planning into a cohesive roadmap to help achieve lasting success.

Dan earned his A.B. from Harvard College, where he was a four-year letter winner on the Division I Water Polo Team, and a four-time NCAA All-Academic honoree. He also captained Team USA Water Polo at the 2012 Junior Pan American Games.

A Southern Californian native, Dan enjoys life near the water with his wife, Lauren, and their son, Devin. Outside the office, he can often be found at the beach, on a hike, or spending time with family and friends.
- Forbes Best-in-State Wealth Management Teams, 2025, 2026The 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.
- CERTIFIED FINANCIAL PLANNER
- Chartered Financial Consultant
- Chartered Retirement Planning Counselor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

dan.stevens@ubs.com

Dan Stevens, CFP, ChFC, CRPC

888 San Clemente Drive,Newport Beach,CA,92660
Brian Donaldson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
Brian joined the Baldwin Group in 1998 and has constructed client portfolios since 2003. He has earned several professional designations-Certified Financial Planner™ in 2011, Certified Exit Planning Advisor® in 2018, and most recently, Certified Divorce Financial Analyst® .

Brian loves learning new things. This curiosity provides the motivation to develop a detailed understanding of client circumstances, goals, and priorities. To him, the planning process is analogous to receiving an annual physical from one's doctor – its consists of an examination, a diagnosis, and a prescription.

Brian graduated from the University of Missouri in 1991, resides in Encinitas, California, and is a parent to two busy teen-aged children, Rachel and Pierce. In what free time remains, he enjoys cooking, skiing, off-road motorcycling, and restoring neglected Porsches.

Brian has enjoyed giving back to his community by providing pro-bono financial planning services though the San Diego chapter of the Financial Planning Association.

California Insurance License #0C33858
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

brian.donaldson@ubs.com

Brian Donaldson

1200 Prospect Street,La Jolla,CA,92037
Katherine Tschida

Registered Client Associate
View bio
- CA
- MN
- NV
- NY
- UT
Katie Tschida joined Prospect Wealth Partners as a Registered Client Service Associate in 2021. She assists clients with operational needs such as banking, wire transfers, securities and cash transfers, and corporate actions. She began her career at Morgan Stanley in 2017, and then worked on the mutual fund trade desk for LPL Financial. Katie has also worked with Wealth Management Magazine in order to research and publish findings for the top-ranked colleges for financial planning. She is Series 7 and Series 66 licensed.

Katie graduated with a bachelor of science degree in Marketing from San Diego State University. She currently resides in La Jolla and spends her time at the beach, reading, and staying active. Above all, Katie enjoys traveling to new places and learning about different cultures. She has been to 24 countries across five continents and is excited to add more to her list.
1200 Prospect Street
Suite 100
La Jolla, CA 92037

katie.tschida@ubs.com

Katherine Tschida

1200 Prospect Street,La Jolla,CA,92037

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.}

From success to succession

A leading global wealth manager

Clarity in a rapidly changing world

We’re here to help guide you through uncertain times

Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

Let’s create a path together so you can move forward with confidence, no matter what comes next.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

A True Partner in Every Transition

Alex Howell

Dan Stevens, CFP, ChFC, CRPC

Brian Donaldson

Katherine Tschida