Your life. Your wealth. Your future.

Pursue what matters most

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.

Start the conversation

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, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- HI
- ID
- IL
- LA
- MT
- NV
- NY
- OH
- TX
- VA
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 Best-in-State Wealth Management Teams, 2023The 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.
- 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 Koyanagi, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- HI
- ID
- IL
- LA
- MT
- NV
- NY
- OH
- TX
- VA
Adam is a Certified Financial Planner^TM, 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 Best-in-State Wealth Management Teams, 2023The 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.
- 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 L. Jackman

Wealth Management Associate
View bio
- AZ
- CA
- NY
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
Dean Riley

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Dean started working as a Financial Advisor in the Intergenerational Advisor Program (IGAP) in July 2021 at UBS’s Weehawken, NJ office. Before joining UBS, he worked in Commercial Real Estate at Lee & Associates for three years, specializing in the central Los Angeles Market. Dean is a graduate of the University of Colorado at Boulder, where he was an active member of the Sigma Alpha Epsilon Fraternity and enjoyed his free time skiing and spending time in the mountains of Colorado. Dean and his wife live in Newport Beach and enjoy skiing, hiking, and spending time in the outdoors.

CA Insurance License # 4275742
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

James C. Riley, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- HI
- ID
- IL
- LA
- MT
- NV
- NY
- OH
- TX
- VA
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 Best-in-State Wealth Management Teams, 2023The 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.
- 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 Koyanagi, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- HI
- ID
- IL
- LA
- MT
- NV
- NY
- OH
- TX
- VA
Adam is a Certified Financial Planner^TM, 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 Best-in-State Wealth Management Teams, 2023The 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.
- 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 L. Jackman

Wealth Management Associate
View bio
- AZ
- CA
- NY
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
Dean Riley

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Dean started working as a Financial Advisor in the Intergenerational Advisor Program (IGAP) in July 2021 at UBS’s Weehawken, NJ office. Before joining UBS, he worked in Commercial Real Estate at Lee & Associates for three years, specializing in the central Los Angeles Market. Dean is a graduate of the University of Colorado at Boulder, where he was an active member of the Sigma Alpha Epsilon Fraternity and enjoyed his free time skiing and spending time in the mountains of Colorado. Dean and his wife live in Newport Beach and enjoy skiing, hiking, and spending time in the outdoors.

CA Insurance License # 4275742
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

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach 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. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. 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.}

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

Your life. Your wealth. Your future.

Pursuing your goals together

James C. Riley, CRPC

Adam Koyanagi, CFP, CRPS

Karin L. Jackman

Dean Riley

James C. Riley, CRPC

Adam Koyanagi, CFP, CRPS

Karin L. Jackman

Dean Riley

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Connecting you to the deep resources of UBS

Multigenerational wealth planning

Investment management

Advice for business owners and entrepreneurs

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation