Rise up and face the future with confidence

Get your financial future on track

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Get started on your financial plan

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kenneth Eisenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty-four years of experience in the financial industry to your relationship.

As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.

Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania.  Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.

Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.

Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.

In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office.  Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey.

Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
- American University
- University of London, London School of Economics
- The Wharton School at the University
Investing

Asset allocation

Alternative investments

Sustainable investing

Lending services

Cash management

Securities-backed lending

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

ken.eisenberg@ubs.com

Kenneth Eisenberg

1800 North Military Trail,Boca Raton,FL,33431
Jeffrey Pupo, CMFC, CRPS

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities.

Jeffrey has been a wealth advisor primarily for a select group of business owners, business professionals and retirees who aspire to achieve a work optional lifestyle or leave a legacy to their heirs. He has developed and refined a process that put's all the pieces of the financial puzzle together so a client can better understand and plan their financial future. His process is the 3D process of: developing, designing and deploying the wealth management plan to help meet client and client's families financial objectives for multiple generations.

After graduating from Lynn University with a Bachelor of Science degree in Business Administration he also earned the designations of CEPA®, Certified Exit Planning Advisor, CMFC®, Chartered Mutual Fund Counselor and CRPS®, Chartered Retirement Plans Specialist which allows him to help businesses with their corporate retirement plans and their fiduciary responsibilities. Having previously owned a Taekwondo School of Martial Arts, Jeffrey understands, firsthand, the nuances of being a business owner. He advises corporate sponsors with investment consulting services, plan program consulting and educational consulting services.

Jeffrey holds the Series 7, 63 and 65 securities licenses and is also Life and Health Insurance licensed. He is fluent in Spanish.

Jeffrey resides in Boca Raton Florida since 1984 and has been married to his wife Rebeca for over 29 years. They have special needs son named Alexander who is the light of their life.
- Lynn University, Bachelor of Science Degree in Business Administration
- Senior Portfolio Manager
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Plans Specialist℠
- Certified Exit Planning Advisor
Financial planning

Estate planning strategies

Legacy planning

Exit planning

Business succession

Custom portfolios

401(k) plan services

Banking

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

jeffrey.pupo@ubs.com

Jeffrey Pupo, CMFC, CRPS

1800 North Military Trail,Boca Raton,FL,33431
Yara Gonsalves

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

yara.gonsalves@ubs.com

Yara Gonsalves

1800 North Military Trail,Boca Raton,FL,33431

Kenneth Eisenberg

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty-four years of experience in the financial industry to your relationship.

As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs.

Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania.  Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey.

Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.

Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander. He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years. More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.

In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office.  Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey.

Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.
- American University
- University of London, London School of Economics
- The Wharton School at the University
Investing

Asset allocation

Alternative investments

Sustainable investing

Lending services

Cash management

Securities-backed lending

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

ken.eisenberg@ubs.com

Kenneth Eisenberg

1800 North Military Trail,Boca Raton,FL,33431
Jeffrey Pupo, CMFC, CRPS

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities.

Jeffrey has been a wealth advisor primarily for a select group of business owners, business professionals and retirees who aspire to achieve a work optional lifestyle or leave a legacy to their heirs. He has developed and refined a process that put's all the pieces of the financial puzzle together so a client can better understand and plan their financial future. His process is the 3D process of: developing, designing and deploying the wealth management plan to help meet client and client's families financial objectives for multiple generations.

After graduating from Lynn University with a Bachelor of Science degree in Business Administration he also earned the designations of CEPA®, Certified Exit Planning Advisor, CMFC®, Chartered Mutual Fund Counselor and CRPS®, Chartered Retirement Plans Specialist which allows him to help businesses with their corporate retirement plans and their fiduciary responsibilities. Having previously owned a Taekwondo School of Martial Arts, Jeffrey understands, firsthand, the nuances of being a business owner. He advises corporate sponsors with investment consulting services, plan program consulting and educational consulting services.

Jeffrey holds the Series 7, 63 and 65 securities licenses and is also Life and Health Insurance licensed. He is fluent in Spanish.

Jeffrey resides in Boca Raton Florida since 1984 and has been married to his wife Rebeca for over 29 years. They have special needs son named Alexander who is the light of their life.
- Lynn University, Bachelor of Science Degree in Business Administration
- Senior Portfolio Manager
- Chartered Mutual Fund Counselor℠
- Chartered Retirement Plans Specialist℠
- Certified Exit Planning Advisor
Financial planning

Estate planning strategies

Legacy planning

Exit planning

Business succession

Custom portfolios

401(k) plan services

Banking

1800 North Military Trail
Suite 300
Boca Raton, FL 33431

jeffrey.pupo@ubs.com

Jeffrey Pupo, CMFC, CRPS

1800 North Military Trail,Boca Raton,FL,33431
Yara Gonsalves

Registered Client Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- PA
- SC
- SD
- TN
- TX
- VA
- WA
1800 North Military Trail
Suite 300
Boca Raton, FL 33431

yara.gonsalves@ubs.com

Yara Gonsalves

1800 North Military Trail,Boca Raton,FL,33431

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.

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.}

House View Monthly

A leading global wealth manager

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Rise up and face the future with confidence

Your primary source for financial advice

Kenneth Eisenberg

Jeffrey Pupo, CMFC, CRPS

Yara Gonsalves

Kenneth Eisenberg

Jeffrey Pupo, CMFC, CRPS

Yara Gonsalves

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Defining your priorities. Pursuing what matters.

Turn possibilities into a plan

House View Monthly

A leading global wealth manager

Women, wealth and well-being

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