Your life. Your wealth. Your future.

Pursue what matters most

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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.

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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.

  • John A. Short III Profile Picture

    John A. Short III

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • KS
    • LA
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    John has been in wealth management for over 35 years, including the last 25 at UBS. 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, utilizing the intellectual capital of UBS, and other outside resources while partnering with his clients' accountants and attorneys.

    John has had the privilege serving as a Sales Manager, Assistant Branch Manager, and Branch Manager, while never losing sight of what is important to him; Serving the clients of the Short Wealth Management Group.

    Growing up in Northridge, CA, John earned a Bachelor of Science Degree in Business Administration from California Lutheran University. He holds the Series 3, 6,7,9,10,63, life, health and long term care insurance licenses.

    John volunteered with the National Ski Patrol for over 25 years in Big Bear, Ca. He was the President of Thousand Oaks Little League for 15 years during which the league competed in 9 World Series Tournaments, winning the World Series Championship in 2006. Recently he chaired the 50th Anniversary Parade for the City of Thousand Oaks, the largest parade in the city's history with over 25,000 in attendance.

    John is a member of the Patriot Guard Riders and Rolling Thunder, both nonprofit organizations honoring our US armed forces, firefighters, and law enforcement officers. You will often find him as the Master of Ceremonies for local events such as the American Cancer Society's Relay for Life. John is a volunteer with the Hospice of the Conejo Valley, assisting with those in hospice care.

    John and his wife Sue have lived in Thousand Oaks California since 1995 and have three sons, Johnny, Daniel, and Christopher (adopted 10/2015) along with two Schnauzers, Clyde and Harley, and Bella an Australian Labradoodle.

      • California Lutheran University , B.S. Business Administration, Finance: 1984 - 1987
      • Senior Managed Accounts Consultant
      3011 Townsgate Road
      Suite 300, 3rd Floor
      Westlake Village , CA 91361
    • Daniel Alexander Short Profile Picture

      Daniel Short

      Financial Advisor Associate

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • IL
      • KS
      • LA
      • MO
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      Daniel has worked with the Short Wealth Management Group since 2014. 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 and Senior Managed Account Consultant John Short III.

      Daniel assists in creating customized Financial Plans and Investment Proposals for clients in order to help guide and prepare for future financial goals such as college savings, home purchases, and retirement. He is also responsible for client acquisition and client relations. Daniel works closely with John on portfolio construction and reviews for their valued clients.

      Growing up in Thousand Oaks, Ca. Daniel earned a Bachelor of Science Degree in Business Administration from California Lutheran University, graduating Magna Cum Laude with an emphasis and Departmental Distinction in Finance. He currently holds the Series 7 and 66 licenses, and continues ongoing training and education to provide the latest knowledge and expertise to the valued clients of the Short Wealth Management Group.

      In his free time, Daniel pursues his passion for Health and Fitness, and athletic training. He also enjoys giving back to the community through his volunteer efforts with the American Cancer Society and Rolling Thunder an organization that supports local veterans.

      Daniel currently resides in Thousand Oaks, California.

        • California Lutheran University, Bachelor of Science Degree in Business Administration - Magna Cum Laude
          Financial planning
          Retirement planning
          Estate planning strategies
          Legacy planning
          Investing
          Asset allocation
          Banking
          Lending services
          3011 Townsgate Road
          Suite 300, 3rd Floor
          Westlake Village , CA 91361

        The proof is in our numbers

        210,000,000

        Assets under management

        As of 05/10/2021

        58

        Collective years of experience

        4

        Investment professionals on the team


        A focus on personalized access and service

        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.

        Debt ceiling and inflation

        Tree

        Exceptional financial strength and stability

        Accessing resources. Delivering solutions.

        Accessing resources. Delivering solutions.

        What's your vision?

        We can help you bring your vision to life.

        Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

        Backed by the strength of UBS

        A global leader in wealth management

        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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