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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Michael D. Salazar Profile Photo

    Michael Salazar

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • MD
    • NV
    • OK
    • OR
    • TN
    • TX

    Michael began his financial services career in 2000 and joined UBS Financial Services, Inc. in 2010.

    He is committed to his family, clientele and the community. Michael currently serves on the community board at St. Bernardine Medical Center and is a personnel commissioner at San Bernardino City Unified School District.

    Michael is a U.S. Navy Veteran where he focused on military finance and served honorably.

    He has 3 adult children and 4 grandchildren.


    CA Insurance Lic.# 0C65100

        • Chartered Retirement Plans Specialist℠
        • Retirement Plan Consultant
        3390 University Avenue
        Suite 270
        Redlands, CA 92501
        Michael Salazar
        3390 University Avenue,Redlands,CA,92501
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        Christy L. Marley

        Senior Client Associate

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        • CA

        Christy has been in the financial services industry for 25 years. She is a registered client associate and serves our clientele with her administrative and technical expertise.

              3390 University Avenue
              2nd Floor
              Riverside, CA 92501
              Christy L. Marley
              3390 University Avenue,Riverside,CA,92501
            • Lisa Snyder

              Lisa Snyder

              Executive Director

              Wealth Planning Strategist

              Current role and areas of expertise

              Lisa is a Wealth Planning Strategist for the West Division. In this capacity, Lisa is responsible for providing Financial Advisors and their high net worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, she provides expertise in the following areas:

              Estate and multi-generational planning
              Retirement income and cash flow analysis
              Business continuity and succession planning
              Retirement plans and employee benefits
              Risk and liability management planning
              Charitable giving strategies
              Executive compensation and benefit strategies

              Professional history

              Lisa is a former estate planning attorney with more than twenty years of experience in financial services. Her focus has been helping clients successfully plan for wealth preservation, estate transition, philanthropy and generational prosperity. She has also been a featured speaker at national conferences and regional events, including Hawaii Tax Institute and Delaware Bankers Trust Conference. Prior to UBS, Lisa was Chief Learning Officer at the Institute for Preparing Heirs and Legacy Strategist at First Republic Bank.

              Education and personal information

              Lisa has a Juris Doctor from Tulane Law School and a Bachelor of Arts from Ohio University Honors Tutorial College. Lisa and her wife, Kimberlee, reside in Los Angeles. They love the Dodgers, a good road trip and the LA Phil at the Hollywood Bowl. Lisa also enjoys Stephen King novels, 70’s music and a perfectly brewed iced tea.

            At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

            Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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            Making sense of significant wealth

            We can help you plan for it.

            When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

            We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.


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