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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
I am a Senior Vice-President Investments for UBS Financial Services in their Menlo Park office. I began my career at Kidder, Peabody & Co. Inc. in 1977 after graduating with Honors from Occidental College in Los Angeles. In 1981 I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification for which I complete over 30 hours of continuing education every year. Additionally, I was certified as an Investment Management Consultant in 1999, Wealth Advisor in 2008 and Chartered Retirement Planning Counselor (CRPC) in 2012.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
I am a Senior Vice-President Investments for UBS Financial Services in their Menlo Park office. I began my career at Kidder, Peabody & Co. Inc. in 1977 after graduating with Honors from Occidental College in Los Angeles. In 1981 I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification for which I complete over 30 hours of continuing education every year. Additionally, I was certified as an Investment Management Consultant in 1999, Wealth Advisor in 2008 and Chartered Retirement Planning Counselor (CRPC) in 2012.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$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
