A plan for today, tomorrow and generations to come

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Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Plans

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.

  • Thomas Podmajersky

    Thomas Podmajersky, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Tom is a credentialed UBS Wealth Advisor and has over 35 years of experience in the financial services industry. During his career he has maintained a concentrated focus on providing sophisticated wealth management solutions to select entrepreneurs both after a liquidity event and during the business growth phase. Tom also maintains wealth advisory relationships with high level corporate executives and successful families with multi-generational wealth.

    Client relationships begin with a financial planning process including a review of business succession and strategy, philanthropy and investment planning. The implementation includes asset allocation, investment management, investment consulting and detailed financial projections. Tom also has over ten years of corporate financing experience with both private and corporate banks. He began his wealth management career in 1996 and is in his 9th year with UBS.

    Tom's professional credentials include a CIMA® (Certified Investment Analyst), and a CRPS® (Certified Retirement Plan Specialist). Tom holds a B.A. in Economics from Rutgers University. In his spare time, he is active in open water and masters swimming, golf, and spending time with his wife of 30+ years along with his three adult children and new granddaughter. Tom resides in Corona Del Mar but enjoys spending time at his home in New England.

     

    Tom holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B94488

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Nicholas Villasenor 2021

        Nicholas Villasenor

        Senior Vice President

        Financial Advisor

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        Nick is a Senior Portfolio Manager at UBS and has served families with wealth management solutions for close to 20 years. He is a graduate of California State University Fullerton where he earned his degree in Business Administration with an emphasis in Finance and a concentration in Investments and Financial Planning.

        Nick maintains wealth advisory relationships with successful families and businesses with multi-generational wealth. 

        Nick resides in Orange County. In his spare time, he enjoys golfing, traveling and spending time with his wife, Nila, and two daughters, Mia and Eva.

         

        Nick holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0H89023

        • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • tyler smith 2021 edit

            Tyler Smith

            Vice President–Wealth Management

            Financial Advisor

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            • AR
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            • FL
            • GA
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            • IA
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            • MT
            • NC
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            • NJ
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            Tyler joined UBS after working as a data analyst at a New York securities litigation firm, where he applied econometric models to analyze client damages in class action lawsuits and helped develop mathematical models to identify potential securities claims. He was born and raised in Irvine, CA, and received his B.S. in Mathematics/Economics from the University of California, Los Angeles.

            Tyler holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0J21985

            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • Heather

                Heather Hilario

                Client Associate Senior

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                Heather is an experienced Wealth Management professional with 18 years of industry experience. She holds the Series 7 and 66 licenses, and enjoys helping high net worth families with their operational requirements. Away from the office, Heather is a mom of two girls, ages 2.5 and 5, and happily married to her husband, Don, of nine years.

                 

                Heather is a licensed California insurance agent CA Insurance License #0H78105

                      888 San Clemente Drive
                      Suite 300
                      Newport Beach, CA 92660
                    • Thuy Doan 2021

                      Thuy Doan

                      Client Associate

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                        Thuy has serviced clients for over 10 years. She manages daily operational and administrative functions. Her focus is to simplify the lives of the families that she works with. Thuy graduated from California State University of Fullerton with a degree in Business Administration with a concentration in Finance. She enjoys travelling with her husband and two daughters.

                              888 San Clemente Drive
                              Suite 300
                              Newport Beach, CA 92660
                            • Nila Priyambodo

                              Nila Priyambodo

                              Client Associate

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                              • AR
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                              Nila has over 13 years of experience in this industry. She is currently working part-time to help support the team as an analyst.

                              Nila has an MBA in Finance from the University of La Verne. In her spare time, she enjoys spending time and traveling with her husband, Nick, their daughters, Mia and Eva, and their family dog, Sir Finn.

                                    888 San Clemente Drive
                                    Suite 300
                                    Newport Beach, CA 92660

                                  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.

                                  Your lifelong financial plan. UBS Wealth Way

                                  Your lifelong financial plan. UBS Wealth Way

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                                  2023 tax planning guide

                                  For your financial well-being

                                  Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                                  We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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