Let's move forward. Together.

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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Ryan Kotarba

Senior Vice President–Wealth Management


Personal & Community

  • Member, Saint Mary's College of California Alumni Association
  • Founder and Chairman for the Diablo Valley Young Executives
  • Member, Crohn's and Colitis Foundation of America
  • Former Member, Board of Directors for Boys and Girls Clubs of Silicon Valley
  • I enjoy spending time with my wife, Dana, and our two boys Derek & Calvin.
Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MN
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • TN
  • TX
  • UT
  • WA

Education

  • B.S. Business Administration, Saint Mary's College of California
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-0256

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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