Your lasting legacy

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Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Stringer Profile Picture

    Robert Stringer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
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    Over his 30 years in financial services, Robert Stringer has worked across various Wall Street firms such as Smith Barney, Oppenheimer & Co., Morgan Stanley and eventually joining UBS in 2015.  Prior to his career in financial services, Robert worked as an engineer/producer in the music industry, working alongside several marquee bands including the Eagles, Cat Stevens and Rick Danko.

    Robert and his wife live in Sherman Oaks and have two sons, one who is a recent graduate of American Jewish University and the other finishing up his senior year at Tulane University.  The family enjoys traveling together to adventurous corners of the world and Robert is a wine enthusiast. 

          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • Ryan Cheng Profile Picture

          Ryan Cheng

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
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          • LA
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          • NC
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          Ryan began his financial services career in 1999 with Oppenheimer & Co.  While attending UCLA as an undergraduate, Ryan started as an intern at Oppenheimer & Co., accepting a full time position after graduating with a B.A. in Economics.  In 2007, Ryan and his partner Robert Stringer would move from Oppenheimer & Co., to Morgan Stanley.  Ryan and Bob would spend the next 9 years there until they moved to UBS in 2015. 

          Outside of the office, Ryan has sat on various boards of local non-profits, and currently sits on the board of the Boys and Girls Club of Venice.  Ryan and his wife Debora live in Venice Beach, California with their son Eli and dog Kayla.  If he's not biking around Venice on the weekends, you will find him on the golf course or playing roller hockey in Santa Monica beach. 

            • UCLA, B.A. in Economics
              1999 Avenue of the Stars
              36th Floor
              Los Angeles, CA 90067
            • Kevin Wilson Profile Picure

              Kevin Wilson

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AK
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • ID
              • IL
              • LA
              • MA
              • MD
              • MI
              • MT
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • RI
              • TN
              • TX
              • UT
              • VA
              • WA
              • WY

              Kevin Wilson began his financial services career in 2006, just prior to one of the most tumultuous economic periods on record. Over the past 11 years, he has helped clients manage their wealth some of the most turbulent times in history. Kevin joined UBS in 2015 after 10 years at Oppenheimer & Co.

              Kevin emphasizes asset allocation and total portfolio management with a focus on retirement income planning; he also helps them with education funding and estate planning. Kevin is FINRA-registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

              Kevin lives in Sherman Oaks, California with his wife Megan. When he's not working, you will find him on the golf course or skiing in Mammoth.

                    1999 Avenue of the Stars
                    36th Floor
                    Los Angeles, CA 90067
                  • Sophia Sophie Liu Profile Picture

                    Sophia Liu

                    Senior Client Associate

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                    • CA
                    • DC
                    • GA
                    • MA
                    • MD
                    • NY
                    • TX

                    Sophie joined UBS in 2015 from Morgan Stanley. She began her career in the Financial Industry at Merrill Lynch as an intern, where she was hired as the youngest analyst on the team. Along with assisting Senior Financial Advisors and the Regional Director, she was responsible for writing detailed reports and building financial models on a broad range of companies, in industries of interest for portfolio investments, while monitoring portfolio holdings. She joined Morgan Stanley in 2007 as a portfolio associate where she started working with Bob Stringer and Ryan Cheng as well as assisting management in training new hires.

                     

                    Sophie graduated from the University of Southern California and holds a Bachelor of Science in Business Administration with an emphasis in Finance. She and her husband Eric enjoy traveling, wine and food. Sophie is fluent in Mandarin.

                     

                      • University of Southern California , Bachelor of Science in Business Administration with an emphasis in Finance
                        1999 Avenue of the Stars
                        36th Floor
                        Los Angeles, CA 90067
                      • Sunny Murao Profile Picture

                        Sunny Murao

                        Client Associate

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                          Sunny began her financial services career at Oppenheimer & Co. in 2000.  She started on the operations side of the business, eventually transitioning to the client service side, supporting Kevin Wilson and his clients.  In 2015, Sunny joined UBS.  Outside of the office, Sunny keeps busy shuttling her son Myles from football practice to football games.  Myles plays for Mater Dei High School and has a very promising football career ahead of him.

                                1999 Avenue of the Stars
                                36th Floor
                                Los Angeles, CA 90067
                              Multigenerational planning

                              Multigenerational planning

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

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