How can you pursue what matters most?

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • Richard Starch Profile Photo

    Richard Starch

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • ME
    • MI
    • NC
    • NV
    • OH
    • OK
    • OR
    • PA
    • TX
    • VA
    • WA
    • WY

    Richard has been in the financial services industry since 1996. He began his career with PaineWebber, which is now UBS Financial Services. With over 19 years of experience, Richard has become well versed in many investments and specializes in retirement income strategies. Richard graduated from the University of Washington with a bachelor's in engineering and received his M.B.A. from Golden Gate University. His previous work experience is in the oil and gas industry.

    Originally from Des Moines, IA, Richard and his wife have lived in Roseville, CA, since 1988. Richard enjoys driving and restoring Jaguars and has been the president, and is very active in the Sacramento Jaguar Club. Previously, he was involved with 4H & FFA with his 2 daughters, helping them train dogs for Diabetics and Guide Dogs for the Blind. Now you may find him enjoying some time in the Delta boating.

      • University of Washington, Bachelor's degree in Engineering
      • Golden Gate University, M.B.A.
        6900 South McCarran Boulevard
        Suite 1020
        Reno, NV 89509
      • Daniel Stern Profile Photo

        Daniel Stern

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SD
        • TX
        • VA
        • WA
        • WY

        Knowing that what I do every day can make a real difference to the lives of my clients and their families is why I became a financial advisor.

        Born and raised in London, England, I began my career in the midst of the "Technology Bubble" and have worked with the same clients since, managing their investments and future expectations through both bull and bear markets. I believe that my global life and work experience offers a level of insight not common amongst US-centric peers. I provide my clients - who are primarily corporate executives and medical professionals nearing retirement - with total portfolio management, retirement income planning and financial planning. My commitment is to deliver integrated and comprehensive solutions to your financial areas of need on both assets and liabilities to achieve absolute wealth.

        I have a Bachelor of Arts degree in History with French from the University of Durham, England. My wife and I live with our 3 children in Walnut Creek, California.

          • University of Durham, England, Bachelor of Arts degree in History with French
          • Portfolio Manager
          • Wealth Advisor
          3001 Douglas Boulevard
          Suite 160
          Roseville, CA 95661
        • Susan Collins Profile Photo

          Susan Collins

          Senior Client Associate

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            With over 12 years of experience, Susan has developed a vast knowledge in various areas of the financial industry. Her areas of specialization lie mostly in customer service, operations and administration. Susan is committed to assisting with the implementation of each client's investment goals as well as offering top notch customer service. Prior to joining UBS, Susan was a stay at home mom and was also a small business owner.

            Originally from Lakeview, OR, Susan has lived in Northern, CA, since 1998. She has 2 daughters and 2 granddaughters. She enjoys spending time with family, reading, canoeing, motorcycle riding and the outdoors.

                  3001 Douglas Boulevard
                  Suite 160
                  Roseville, CA 95661

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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                As of 06/30/2022

                51 countries

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