Experience

Michael works with families of significant wealth and select CPA firms in an integrated fashion; focusing on helping them develop stronger, more productive, more valuable, more profitable relationships, with their very best clients.

The team focuses on providing Certified Public Accountants, as well as multi-generational families, a virtual on-demand back office experience in all aspects of designing, analyzing and illustrating complex, inter-related life situations. His objective as a financial professional, working through—not around the CPA is to provide thoughtful advice regarding any financial issues that may arise. CPAs and clients appreciate the fact that the work is in the relationship, not the relationship is in the work. With accessibility to the expansive resources within UBS, as well as third parties industry-wide, his team is not only well-positioned to provide objective, unbiased advice, but to directly access and execute solutions with efficiency and ease.

Michael began his wealth management career in 1986, all with UBS at the La Jolla office. He is one of a select number of UBS Financial Advisors who have earned the designation of Wealth Advisor.

Prior to starting his career in wealth management, Michael invested five years with Xerox Corporation as an account representative relationship manager, building trust that traveled vertically in all account relationships.

Michael earned his B.S. in business administration from California State University Fullerton College of Business and Economics. He holds the Series 7 and 65 securities licenses as well as a life insurance and long term care license.

Outside of the office, Michael supports the Move-Your-Feet-Before-You-Eat Foundation and the National MS Society in San Diego County. He lives in Carlsbad with his wife, two children and three dogs.

CA License # 0A34576

Albert Schombs ("Al") joined Quaranta Wealth Partners in 2021 as the team's Senior Registered Client Service Associate.  He has a combined 20 years of experience that includes working for both UBS and Merrill Lynch in their New York and San Diego offices.  Al has extensive knowledge of Financial, Forex, and Commodity markets, including precious metals, and holds both the Series 7 and 66 FINRA licenses.

Al's career began with Merrill Lynch in New York City in 2000, after attending Dowling College on Long Island, where he landed a position with a prominent team in their flagship office on 5th Avenue.  He relocated to Southern California in 2012 and now resides in the Kensington neighborhood of San Diego. In his spare time he enjoys traveling, cooking, winter sports, and flying light aircraft. 

Austin Gilbertson joined Quaranta Wealth Partners in 2023 as the team's Wealth Planning Associate. He has 3 years of experience working for UBS in New York City and San Diego.  Austin assists the team in providing comprehensive financial planning services to their clients. He is currently finishing his MBA at Pace University in corporate finance. He also holds both the Series 7 and 66 FINRA licenses.

 
Austin's career began with UBS in New York City in 2021. While attending Pace University in New York, he interned with a team in our flagship office at 1285 Avenue of the Americas. He relocated to Southern California in 2022 and now resides in the La Jolla. In his spare time, he enjoys traveling, basketball, and spending time with friends and family.