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
    • MD
    • MO
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    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 partnering 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

      • California Lutheran University , B.S. Business Administration & Finance
      • Senior Managed Accounts Consultant
      • Series 3, 6, 7, 9, 10, 63 Licenses
      • Life, Health, and Long Term Care Insurance Licenses
      3011 Townsgate Road
      Suite 300, 3rd Floor
      Westlake Village , CA 91361
    • Daniel Alexander Short Profile Picture

      Daniel Short

      Financial Advisor

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

      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

        • California Lutheran University , B.S. Business Administration & Finance
        • Series 7 & Series 66 Licenses
        • Life, Health, and Long Term Care Insurance Licenses
        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
      • Teresta Kearin Profile Shot

        Teresta Kearin

        Senior Client Associate

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          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).

            • California State University Channel Islands, Bachelors of Science - Business
            • Moody's College of Commercial Cedit , CBB
              3011 Townsgate Road
              Suite 300, 3rd Floor
              Westlake Village / T, CA 91361

            The proof is in our numbers

            210,000,000

            Assets under management

            As of 09/01/2023

            63

            Collective years of experience

            3

            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.

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            UBS and Credit Suisse—stronger than ever

            Accessing resources. Delivering solutions.

            Accessing resources. Delivering solutions.

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            Making sense of significant wealth

            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.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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