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.

rowing

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

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights