Your life. Your wealth. Your future.

Pursue what matters most

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes 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.

Sailing splash

Robert Vallecorse, CFP

Senior Vice President–Wealth Management

It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 22 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

 


Personal & Community

  • San Francisco Senior Center Board of Directors

 

Insurance Licenses

California Insurance License # 0C33522

Colorado Insurance Lic# 790268

Florida Insurance License # W167524

Minnesota Insurance License # 40027222

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Cum Laude, San Francisco State University

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Senior Portfolio Manager
  • Corporate Stock Benefit Consultant
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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

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