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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Your primary source for financial advice

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.

  • Howard Woo UBS

    Howard Woo, CRPC, CPWA

    Executive Director

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • IA
    • IL
    • IN
    • MI
    • NJ
    • NV
    • OR
    • TN
    • TX
    • WA

    Howard Woo joined UBS Wealth Management in 2022 from Merrill Lynch where he served as the co-founding partner of his team while simultaneously serving in a senior leadership role. Howard is a founding member of Sequoia Partners at UBS. He has 24 years of experience in comprehensive wealth management and investments for ultra-affluent individuals and families, corporations, endowments, and foundations. He is responsible for equity manager construction, fixed income investing, alternative investments, and asset allocation.

    Howard earned his degree in Economics and Business Management from the University of California, Irvine and is a native of Southern California. Howard holds the designation of Certified Private Wealth Advisor ® from the Investment & Wealth Institute and Chartered Retirement Planning Counselor ® from the College of Financial Planning. He holds series 7, 63, 65, 3,31, 9, 10, and insurance licenses.

    Howard is also dedicated to serving as a volunteer in community building organizations such as Habitat for Humanity where he served as Treasurer of the Executive Board. He also served on the Board of Directors for the UCLA Scholarship Fund and The El Sol Foundation. He lives in Orange County, CA with his wife and two daughters and enjoys gardening, art design, traveling and spending time with the family on the weekends.

    CA Insurance License #0F26586

      • University of California, Irvine
      • Chartered Retirement Planning Counselor
      • Certified Private Wealth Advisor®
      20 Pacifica
      Suite 1500
      Irvine, CA 92618
      howard.woo@ubs.com
      Howard Woo, CRPC, CPWA
      20 Pacifica,Irvine,CA,92618
    • Luke Schell

      Luke Schell, CFP

      First Vice President–Wealth Management

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      • AZ
      • CA
      • CO
      • FL
      • HI
      • IA
      • IL
      • IN
      • MI
      • NJ
      • NV
      • TN
      • TX
      • WA

      Luke Schell joined UBS in 2022 from Merrill Lynch. As a founding member of Sequoia Partners at UBS, Luke and his team have built a large and well-credentialed boutique-style private wealth management team in Southern California through many years of leadership. An early pioneer of the holistic approach to wealth management, he has continued to cultivate notable client loyalty and responsiveness through implementation of progressive ideas and commitment to clients’ well-being commitment to clients’ well-being.

      Luke earned an M.B.A. from the Marshall School of Business at USC. He also earned a B.A. in Economics and a B.S. in Business Administration and a minor in German from USC. Believing in constant learning, he completed the rigorous requirements to attain and maintain the CERTIFIED FINANCIAL PLANNER™ designation. He also holds series 7 and 63 securities and insurance licenses. He enjoys travelling, history, drumming, the culinary arts and outdoor activities.

        • University of Southern California
        • CERTIFIED FINANCIAL PLANNER™
        20 Pacifica
        Suite 1500
        Irvine, CA 92618
        luke.schell@ubs.com
        Luke Schell, CFP
        20 Pacifica,Irvine,CA,92618
      • Cyntia Lopez

        Cyntia Lopez

        Client Associate

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          Cyntia began her career with Bank of America in 2016 where she held the role as a Relationship Manager. She then transitioned to Merrill Lynch in 2020 as the Wealth Management Client Associate for the team.

          Cyntia attended Orange Coast College and holds her notary license. She resides in Garden Grove, CA. In her free time, Cyntia enjoys spending time with family and friends while also leading her own book club.

                20 Pacifica
                Suite 1500
                Irvine, CA 92618
                cyntia.lopez@ubs.com
                Cyntia Lopez
                20 Pacifica,Irvine,CA,92618

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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