Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Oreste Volkert

First Vice President–Wealth Management

Financial Advisor

Rusty began his career in the financial services industry in 2000. He has an extensive knowledge of financial planning - retirement, estate, education and asset allocation – that allows him to provide comprehensive financial planning to every one of his clients. He also provides consulting services to meet the retirement needs of his corporate and small business clients, and is competent to assist you in making life-changing financial decisions.

Prior to working in this industry, Rusty played professional baseball for the Toronto Blue Jays Organization. He pitched for several of their minor league teams over a five-year period. He is a graduate of the University of Southern California with a Bachelor's Degree in Business Administration, with an emphasis in Finance. He is actively involved with the USC Alumni Association.

Rusty grew up in the neighboring city of La Habra and now resides with his family in Brea, California. He enjoys fishing, playing sports and spending time with his family.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor's Degree in Business Administration, with an emphasis in Finance, University of Southern California
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5462

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

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

Insights