For over three decades, I have enjoyed providing insight and advice to affluent individuals, families, corporations and diverse not-for-profit clients. I approach every client relationship with the mindset of understanding who and what is most important to them. I combine my years of experience in navigating multiple market environments and complex financial situations along with the vast global resources of UBS to serve our clients and help them to meet their goals. It gives me great pleasure to see our clients succeed, to share their life’s blessings and accomplishments, and to be there for them through the challenging times.
Outside of work, I enjoy spending time with family and friends and engaging in philanthropic endeavors. Most important to me is my work with the Fulfillment Fund, which helps underserved youth in Los Angeles get to and through college and onto successful careers. I am also an avid skier, cyclist, swimmer, and runner.
California Insurance License #0A06626
Education and Designations:
- B.S., Business Administration, Washington University in St. Louis, MO
- Certified Investment Management Analyst (CIMA®)
- Certified Retirement Plan Specialist (CRPS®)
I am proud to be recognized as a leader at UBS and within the industry:
Industry Recognition:
- Barron’s “Top 1200 Financial Advisors” (2019 – 2022)
The Barron’s rating is awarded annually in March and based on information from the prior year Q3.
- Forbes “Best-in-State Wealth Advisors” (2018 – 2022)
The 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.
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.
harlan.b.spinner@ubs.com
Harlan B. Spinner, CIMA, CRPS
2000 Avenue of the Stars,Los Angeles,CA,90067
