$250 mil
Assets under management
Pursue what matters most
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
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.
John has been in Wealth management for over 36 years. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions. He attributes his success to having thorough knowledge of the capital markets, while working with his clients' accountants and attorneys. John has been an integral part of the management team at UBS, serving as a Sales Manager, Assistant Branch Manager, and Branch Manager, never losing sight of what is most important to him and his team, serving his clients.
Investing In Your Future
He works with clients to design an investment plan for important life goals, balancing growth and preservation over time. John anchors investment ideas and strategies in a deep understanding of all you want to accomplish as well as timely research insights and trends from across the firm. He helps determine the combination of solutions, managers, and strategies suited to your particular preferences and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Life
Outside the office, John pursues his passion for volunteering and being involved in the local community. He has volunteered with the National Ski Patrol for over 25 years, served as the President for Thousand Oaks Little League for 15 years, and chaired the 50th Anniversary Parade for the City of Thousand Oaks. Today, John serves as the President of Rolling Thunder California Chapter 1 (a nonprofit organization that honors US Armed Forces) and founded the Sgt. Ron Helus Ride For The Blue. He also serves as the Master of Ceremonies for the American Cancer Society's Relay for life.
John and his wife Sue have lived in Thousand Oaks California for 27 years and have three sons, Johnny, Daniel, and Christopher (adopted 2015) along with three Australian Labradoodle's, Bella Abigale, Sadie Mae and Emma Joe.
CA Insurance License #: 0A49406
Daniel is second generation Financial Advisor, and part of the Short Wealth Management Group (SWMG). Collectively, the team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions along with his partner Senior Vice President (John Short III) and Senior Client Service Associate (Teresta Kearin).
Investing In Your Future
Daniel takes pride in developing strong ongoing relationships with each client, and becoming their family's CFO through helping to manage their investments with a view to their long-term objectives. He works with you to design customized investment solutions for your important life goals, balancing growth and preservation over time.
Daniel anchors investment ideas, strategies, and the firm's global resources in a deep understanding of all you want to accomplish. Such areas include Financial Planning, Retirement & Legacy Planning, Banking & Lending, and Portfolio Construction. He helps you determine the combination of solutions, managers, and strategies suited to your particular preferences and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Life
Daniel volunteers with Hospice of the Conejo and is a former member of the Community Funding Review Committee for the city of Thousand Oaks. He also serves as Chapter President for a local Business Professionals Network; building professional relationships, opening new opportunities, and facilitating the exchange of ideas and best practices. Daniel's community involvement extends with the American Cancer Society and Rolling Thunder (an organization supporting local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.
CA Insurance License #: 0A49406
Teresta brings 17 years of Banking and Finance experience to the Short Wealth Management Group. Her attention to detail, compassion for her clients, and dedication to her community is what leads to her elite customer service.
Teresta is an integral part of Short Wealth Management Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests, and working with the team to address their needs, no matter how small or complex. Teresta also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Investing In Your Future
Supporting clients in pursuing their investment objectives motivates Teresta everyday; she takes pride in putting client's needs first. She takes the time to understand what is important to each client then, together with her team, connects thoughtful advice and strategies to help clients realize the full potential of their wealth. Clients have come to value her experience, understanding, and personal attention to addressing the unique needs of each individual, always with their long-term financial health in mind.
Life
Teresta is passionate about being of service to her community. She has served as a board member for Make a Wish Foundation. Currently she volunteers for Big Brothers Big Sisters Ventura County and Food Share. In her free time she can be found searching for the perfect ingredients at the local farmers market or spending the day enjoying our beautiful coast.
Teresta and her Fiancé Tyler have lived in Ventura for 35 years and have one son (Cameron) and a Maincoon kitty (Rita).
John has been in Wealth management for over 36 years. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions. He attributes his success to having thorough knowledge of the capital markets, while working with his clients' accountants and attorneys. John has been an integral part of the management team at UBS, serving as a Sales Manager, Assistant Branch Manager, and Branch Manager, never losing sight of what is most important to him and his team, serving his clients.
Investing In Your Future
He works with clients to design an investment plan for important life goals, balancing growth and preservation over time. John anchors investment ideas and strategies in a deep understanding of all you want to accomplish as well as timely research insights and trends from across the firm. He helps determine the combination of solutions, managers, and strategies suited to your particular preferences and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Life
Outside the office, John pursues his passion for volunteering and being involved in the local community. He has volunteered with the National Ski Patrol for over 25 years, served as the President for Thousand Oaks Little League for 15 years, and chaired the 50th Anniversary Parade for the City of Thousand Oaks. Today, John serves as the President of Rolling Thunder California Chapter 1 (a nonprofit organization that honors US Armed Forces) and founded the Sgt. Ron Helus Ride For The Blue. He also serves as the Master of Ceremonies for the American Cancer Society's Relay for life.
John and his wife Sue have lived in Thousand Oaks California for 27 years and have three sons, Johnny, Daniel, and Christopher (adopted 2015) along with three Australian Labradoodle's, Bella Abigale, Sadie Mae and Emma Joe.
CA Insurance License #: 0A49406
Daniel is second generation Financial Advisor, and part of the Short Wealth Management Group (SWMG). Collectively, the team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions along with his partner Senior Vice President (John Short III) and Senior Client Service Associate (Teresta Kearin).
Investing In Your Future
Daniel takes pride in developing strong ongoing relationships with each client, and becoming their family's CFO through helping to manage their investments with a view to their long-term objectives. He works with you to design customized investment solutions for your important life goals, balancing growth and preservation over time.
Daniel anchors investment ideas, strategies, and the firm's global resources in a deep understanding of all you want to accomplish. Such areas include Financial Planning, Retirement & Legacy Planning, Banking & Lending, and Portfolio Construction. He helps you determine the combination of solutions, managers, and strategies suited to your particular preferences and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.
Life
Daniel volunteers with Hospice of the Conejo and is a former member of the Community Funding Review Committee for the city of Thousand Oaks. He also serves as Chapter President for a local Business Professionals Network; building professional relationships, opening new opportunities, and facilitating the exchange of ideas and best practices. Daniel's community involvement extends with the American Cancer Society and Rolling Thunder (an organization supporting local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.
CA Insurance License #: 0A49406
Teresta brings 17 years of Banking and Finance experience to the Short Wealth Management Group. Her attention to detail, compassion for her clients, and dedication to her community is what leads to her elite customer service.
Teresta is an integral part of Short Wealth Management Group, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests, and working with the team to address their needs, no matter how small or complex. Teresta also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Investing In Your Future
Supporting clients in pursuing their investment objectives motivates Teresta everyday; she takes pride in putting client's needs first. She takes the time to understand what is important to each client then, together with her team, connects thoughtful advice and strategies to help clients realize the full potential of their wealth. Clients have come to value her experience, understanding, and personal attention to addressing the unique needs of each individual, always with their long-term financial health in mind.
Life
Teresta is passionate about being of service to her community. She has served as a board member for Make a Wish Foundation. Currently she volunteers for Big Brothers Big Sisters Ventura County and Food Share. In her free time she can be found searching for the perfect ingredients at the local farmers market or spending the day enjoying our beautiful coast.
Teresta and her Fiancé Tyler have lived in Ventura for 35 years and have one son (Cameron) and a Maincoon kitty (Rita).
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.
$250 mil
Assets under management
63
Collective years of experience
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Jason Draho, Head of Asset Allocation, CIO Americas, James Dobson, CIO Equity Strategist, US Energy and Utilities, and Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US, discussed the current US fiscal landscape and ongoing market and economic uncertainty at the midpoint of 2025. CIO’s outlook for the second half of the year was also covered.
July 02, 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.
Go to privacy settings