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Riley Koyanagi Wealth Management Picture

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • James C. Riley Profile Picture

    James C. Riley, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • ID
    • IL
    • LA
    • MD
    • MT
    • NV
    • NY
    • OH
    • OR
    • TX

    Jim manages Riley Koyanagi Wealth Management.  He has worked in the financial services industry since 1991 and has been managing private client wealth since 1994.  Jim worked at Merrill Lynch for over 20 years as a Senior Financial Advisor and prior to that he worked as an accountant with one of the largest CPA firms in the country. Jim is a graduate of California State University, Long Beach with studies in Communications, Accounting, and Finance.  He also served over four years in the U.S. Marine Corps and graduated from the U.S. Marine Corps Officer Candidate School in Quantico, Virginia. Jim is a sportsman and enjoys hiking and spending time in the great-outdoors.  He also enjoys, trail running, mountain biking, and serving his community. 

    CA Insurance License #0B51948

    • Forbes BIS Teams, 2023

    • California State University, Long Beach, Studies in Communications, Accounting, and Finance
    • Chartered Retirement Planning Counselor℠
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Adam Christopher Koyanagi Profile Picture

    Adam Koyanagi, CFP, CRPS

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • ID
    • IL
    • LA
    • MD
    • MT
    • NV
    • NY
    • OH
    • OR
    • TX

    Adam is a Certified Financial PlannerTM, focusing on retirement planning and integrating various wealth management strategies for the team. He is also a Chartered Retirement Plans Specialist and works with business owners and their retirement plans.  He has been in the financial services industry since 2001, most recently with Merrill Lynch and prior to that was a senior retirement advisor at one of the largest credit unions in the country. Adam graduated from California State University, Fullerton with a B.A. in Business Administration and completed the Personal Financial Planning program at UC Irvine. Adam is involved in the community and is currently serving as a board member for Orangewood PALS, supporting current and former foster youth.  He enjoys traveling, reading, and hiking.  Adam and his wife live in Anaheim with their two dogs. When not at home they enjoy camping in their Airstream exploring the great outdoors.

    CA Insurance License #0G689090

    • Forbes BIS Teams, 2023

    • California State University, Fullerton , B.A. in Business Administration
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Plans Specialist℠
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Karin Leann Jackman  Profile Picture

    Karin L. Jackman

    Wealth Management Associate

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    • AZ
    • CA
    • NY
    • OR

    Karin focuses on the administrative side of the business and providing excellent service to both clients and the team. Her passion is building relationships and facilitating client experiences. She began her career in financial services in 1996 and became fully registered in 2000. Karin grew up in the city of Orange where she currently resides. She and her husband have been married 24 years and have two adult sons.  When not at home they enjoy traveling and listening to live music.

          888 San Clemente Drive
          Suite 300
          Newport Beach, CA 92660

        Connecting you to the deep resources of UBS

        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

        Multigenerational wealth planning

        Multigenerational wealth planning

        Investment management

        Investment management

        Advice for business owners and entrepreneurs

        Advice for business owners and entrepreneurs

        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

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