Financial planning tailored to your goals

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John graduated from the University of California Santa Barbara with a degree in Economics. He began his career with Security Pacific Bank, being promoted to Branch Manager in El Segundo California in 1984. John entered the brokerage business with E.F Hutton and transferred to UBS in 1990. His investment strategy lies in strong total return stocks with an anticipated growing and consistant dividend, which will equate to increasing income and total return. John has his Series 3,7,63, 65 and insurance licenses.

During the week, John splits his time between our Beverly Hills and Santa Barbara offices. In addition to supporting his clients, John is an active member of the community, serving on the Board of Trustees's for Crane Country Day School. John currently lives in Santa Barbara with his family and enjoys biking, surfing, and horseback riding.

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With over twenty-four years of industry experience at UBS, Emmee has helped clients pursue the goals that truly matter: our families, our values, and the impact we have on others. Whatever your pursuit, whether it be running a business, laying the foundation for your family’s legacy, or anything in between, Emmee can help create a unique and comprehensive financial plan to assist you in reaching your goals.

Emmee draws from extensive research and resources from across UBS to deliver unique investment solutions to help her clients grow and sustain growth as well as address their most important priorities.

As a highly experienced Financial Advisors and Senior Vice President in Wealth Management, Emmee specializes in financial planning, asset allocation and wealth planning strategies.

Emmee is a Certified Financial Planner™ (CFP®) practitioner and her professional licenses include the Series 7, Series 63, Series 65, and Series 9. She also holds her Life Insurance and Variable Annuities licenses. Emmee earned a B.S. in Finance from Cal State University Fullerton and has the expertise to help clients with a broad range of solutions including retirement planning, insurance planning, wealth transfer strategies, capital preservation, and risk management.

Emmee lives in Manhattan Beach with her husband, Ben, and their three children. She enjoys traveling, reading, hiking, surfing, snowboarding, the Bar Method®, and the peacefulness of home.

CA Insurance License  # 0C68375

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Andrew Mason is driven by his passion for creating a seamless and valuable client experience. As part of the SBBH Group, Andrew is responsible for operational needs through client account administration, securities transactions, and cash management. Andrew is focused on what provides the highest standard of client service to those who have entrusted SBBH Group to be their partner in their financial journey. Andrew graduated with his MBA in Finance and BA in Business Management from Azusa Pacific University and holds the Series 7 and 66 securities licenses. He has lived in the Los Angeles area since 2012 and enjoys spending time with his wife Katie, golden retriever Samson, family and friends, as well as hiking, Jiu Jitsu, and running.

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As a Client Service Associate, Carlo is committed to maintaining quality client relationships while supporting their financial needs and goals. Working closely with financial advisors, he prepares reports, executes transactions, collects documentation for opening new accounts and services, and coordinates any additional matters related to their accounts.

Originally from Napa Valley, Carlo graduated from Sacramento State University with a B.S in Finance while minoring in Risk Management. After graduating, he moved to Santa Barbara where he joined the SBBH team at UBS.

Aside from assisting clients, Carlo enjoys playing golf, snowboarding, wine tasting, hiking, and cooking.

Carlo currently holds his Series 7 and Series 66 licenses.

Misael Marcial is a graduate from the University of California Santa Barbara with a Bachelor of Arts degree in Philosophy.

Being part of the SBBH Group, Misael handles the daily responsibilities of working closely with clients regarding their accounts, requests, and overall cash management.

He strives to provide a high standard of client service and support for all clients who trust SBBH with their financial wellbeing.

He has lived on the Central Coast for most of his life and enjoys exploring the surrounding natural scenery with a camera in hand.