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
  • DC
  • 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

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

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

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