$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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.
David is a Senior Portfolio Manager and Senior VP of Wealth Management at UBS Financial Services.
As a Financial Advisor and a Certified Financial Planner, David is passionate about providing holistic guidance on customized succession planning solutions for high net worth and ultra high net worth individuals to realize their financial goals and dreams.
David leads the successful Sentinel Wealth Consulting Group team of nine members offering over 100 years of experience in the financial service industry and managing over 900 million in assets. David positions clients to achieve financial security by providing solid financial advice and coaching them through life’s challenges and goals.
David has over thirty two years of industry experience working at Smith Barney and its predecessor firms, joining UBS in 2009. He received his Wealth Advisor designation in 2012. He offers services in investment planning, retirement planning and strategic business transition planning to individuals and business owner executives. David also works closely with corporate plan sponsors and third party administrators to offer retirement solutions and planning for business owners. One of his strengths is working with business owners in partnership with investment banking, the business development group and wealth management to provide solutions on M&A and sales. He also works with executives and individuals of private foundations to assist them with charitable giving and trust solutions.
David is a trap shooter involved in competing at state and national tournaments - a passion he developed with his father, a Hall of Fame shooter. He owns and operates a small vineyard making wine as a hobby. In addition, he greatly enjoys music, literature and cars. David can often be found working on his classic 1967 Camaro. David lives in Alamo, California with his wife Kimberly and his college bound daughter Alexandra.
As a Certified Financial Planner®, Rob specializes in providing investment, retirement and college planning services to individuals. For institutions, he offers extensive experience in business financing, corporate retirement plans (such as 401(k), defined benefit and deferred compensation). Rob is authorized to provide Retirement Plan Consulting services- an expanded level of services to help 401(k) plans sponsors meet fiduciary and employee retirement plan obligations. Rob provides sponsors with expert forward-looking advice and a roadmap for managing plan complexity. Rob will customize the process to help sponsors implement sound governance, optimize plan health, and prepare employees for life beyond retirement. Rob is one of approximately 500 Financial Advisors at UBS who are authorized to provide Retirement Plan Consultant Services to their clients.
He is a proud graduate of San Ramon Valley High in Danville and the University of Arizona, Tucson, Arizona. Rob and his wife Jenny have worked to raise thousands of dollars for the Cancer Support Community of the Bay Area through various fundraisers hosted both at their home and places of business. Additionally, Rob is active with youth in the area as a volunteer coach in the Walnut Creek Soccer Club for the last several years.
Joseph is a CERTIFIED FINANCIAL PLANNER (CFP®),College for Financial Planning and a Certified Investment Management Analyst (CIMA®),Wharton School of Finance, specializing in Planning, Advisory Services and Investment Management. He has been providing customized financial guidance for over 26 years. Joseph grew up in the Bay Area and is a graduate of California State University, Sacramento where he earned his B.S. Degree in Finance and minor in Economics. Joseph lives in Dublin, CA with his wife and three boys.
Bob works closely with entrepreneurs and business owners who are looking to manage their operations more efficiently. With over 18 years of experience between Merrill Lynch and UBS, Bob enjoys working with the UBS Business Development Group giving owners options on Mergers and Acquisitions. Bob and the Sentinel Team are also able to assist corporate retirement plan sponsors examine opportunities in the marketplace and discuss solutions.
In addition, with his Sentinel Team partners, Bob enjoys interacting with private foundation sponsors and nonprofit foundation executives to help provide solutions to the complex world of charitable giving.
Bob's free time is spent in and around his home in Lake Tahoe. Highly involved in community affairs, he is a member of several organizations focused on local issues affecting the lake community.
Bob received his Bachelor of Science in Commerce from the University of Santa Clara in 1985.
Aaron is a Financial Advisor and the newest member of the Sentinel Wealth Consulting Group at UBS Financial Services.
Aaron is passionate about providing nuanced and individualized planning solutions for families and individuals in transition points of their life. Aaron leads the Financial Planning portion of the Sentinel Wealth Consulting Group, a team that consists of nine members with over 150 years of experience in the Financial Service Industry.
I offer services in investment planning, retirement planning, and strategic business transitions from a goals-based approach. One of my strengths is working with families and business owners in connecting them to partnerships with investment banking, business development groups, and wealth management at UBS to provide solutions throughout their lifetime.
When not in the office, one can find Aaron in one of three places: At the gym or some sort of athletic event, catching one of the newest movies, or enjoying a brew in the San Francisco Bay Area. In addition, he would love to talk an ear off about advances in technology, and he never turns down an offered book.
David is a Senior Portfolio Manager and Senior VP of Wealth Management at UBS Financial Services.
As a Financial Advisor and a Certified Financial Planner, David is passionate about providing holistic guidance on customized succession planning solutions for high net worth and ultra high net worth individuals to realize their financial goals and dreams.
David leads the successful Sentinel Wealth Consulting Group team of nine members offering over 100 years of experience in the financial service industry and managing over 900 million in assets. David positions clients to achieve financial security by providing solid financial advice and coaching them through life’s challenges and goals.
David has over thirty two years of industry experience working at Smith Barney and its predecessor firms, joining UBS in 2009. He received his Wealth Advisor designation in 2012. He offers services in investment planning, retirement planning and strategic business transition planning to individuals and business owner executives. David also works closely with corporate plan sponsors and third party administrators to offer retirement solutions and planning for business owners. One of his strengths is working with business owners in partnership with investment banking, the business development group and wealth management to provide solutions on M&A and sales. He also works with executives and individuals of private foundations to assist them with charitable giving and trust solutions.
David is a trap shooter involved in competing at state and national tournaments - a passion he developed with his father, a Hall of Fame shooter. He owns and operates a small vineyard making wine as a hobby. In addition, he greatly enjoys music, literature and cars. David can often be found working on his classic 1967 Camaro. David lives in Alamo, California with his wife Kimberly and his college bound daughter Alexandra.
As a Certified Financial Planner®, Rob specializes in providing investment, retirement and college planning services to individuals. For institutions, he offers extensive experience in business financing, corporate retirement plans (such as 401(k), defined benefit and deferred compensation). Rob is authorized to provide Retirement Plan Consulting services- an expanded level of services to help 401(k) plans sponsors meet fiduciary and employee retirement plan obligations. Rob provides sponsors with expert forward-looking advice and a roadmap for managing plan complexity. Rob will customize the process to help sponsors implement sound governance, optimize plan health, and prepare employees for life beyond retirement. Rob is one of approximately 500 Financial Advisors at UBS who are authorized to provide Retirement Plan Consultant Services to their clients.
He is a proud graduate of San Ramon Valley High in Danville and the University of Arizona, Tucson, Arizona. Rob and his wife Jenny have worked to raise thousands of dollars for the Cancer Support Community of the Bay Area through various fundraisers hosted both at their home and places of business. Additionally, Rob is active with youth in the area as a volunteer coach in the Walnut Creek Soccer Club for the last several years.
Joseph is a CERTIFIED FINANCIAL PLANNER (CFP®),College for Financial Planning and a Certified Investment Management Analyst (CIMA®),Wharton School of Finance, specializing in Planning, Advisory Services and Investment Management. He has been providing customized financial guidance for over 26 years. Joseph grew up in the Bay Area and is a graduate of California State University, Sacramento where he earned his B.S. Degree in Finance and minor in Economics. Joseph lives in Dublin, CA with his wife and three boys.
Bob works closely with entrepreneurs and business owners who are looking to manage their operations more efficiently. With over 18 years of experience between Merrill Lynch and UBS, Bob enjoys working with the UBS Business Development Group giving owners options on Mergers and Acquisitions. Bob and the Sentinel Team are also able to assist corporate retirement plan sponsors examine opportunities in the marketplace and discuss solutions.
In addition, with his Sentinel Team partners, Bob enjoys interacting with private foundation sponsors and nonprofit foundation executives to help provide solutions to the complex world of charitable giving.
Bob's free time is spent in and around his home in Lake Tahoe. Highly involved in community affairs, he is a member of several organizations focused on local issues affecting the lake community.
Bob received his Bachelor of Science in Commerce from the University of Santa Clara in 1985.
Aaron is a Financial Advisor and the newest member of the Sentinel Wealth Consulting Group at UBS Financial Services.
Aaron is passionate about providing nuanced and individualized planning solutions for families and individuals in transition points of their life. Aaron leads the Financial Planning portion of the Sentinel Wealth Consulting Group, a team that consists of nine members with over 150 years of experience in the Financial Service Industry.
I offer services in investment planning, retirement planning, and strategic business transitions from a goals-based approach. One of my strengths is working with families and business owners in connecting them to partnerships with investment banking, business development groups, and wealth management at UBS to provide solutions throughout their lifetime.
When not in the office, one can find Aaron in one of three places: At the gym or some sort of athletic event, catching one of the newest movies, or enjoying a brew in the San Francisco Bay Area. In addition, he would love to talk an ear off about advances in technology, and he never turns down an offered book.
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
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
Our current consumption trends require the resources of 2.3 planets, but we only have one. The circular economy creates opportunities for innovation and investment while encouraging resource efficiency and can create cost savings.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
Global leader
UBS is a world-leading wealth manager
#1
Global Equity Research
Institutional Investor, 2021 Global Rankings
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