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

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Rearview Mirror

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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