Financial planning and beyond

Taylor Family Wealth Management Photo

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.

  • Robert Taylor  Profile Photo

    Robert Taylor

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • IN
    • KS
    • KY
    • MD
    • MI
    • MO
    • NM
    • NV
    • NY
    • OH
    • OR
    • TX
    • WA
    • WI

    Bob is a Senior Portfolio Manager and works closely with families to create investment solutions that are best for suited to meet their financial goals. During the past three decades of helping clients, Bob has found that constructing financial plans based on each individual's needs help keeps everyone focused on their objectives, regardless of how the financial markets are acting. Bob came to UBS in 2012 with 35 years of experience after starting his career at Morgan Stanley Dean Witter in 1983. Bob graduated from San Diego State University with a degree in Business Administration with an emphasis in Finance. He is a native of San Diego who enjoys running in local races including multiple marathons. Bob spends most of his spare time with his wife and children in Encinitas at the beach and helping as a volunteer on the board for the Rwandan Orphans Project.

        • Portfolio Manager
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
      • Kimberly Guha Profile Photo

        Kimberly Guha

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • KY
        • MD
        • MI
        • MO
        • NC
        • NM
        • NV
        • NY
        • OH
        • OR
        • SC
        • TX
        • WA
        • WI

        Kim is a Financial Advisor with her CPA® and CFP® certification who focuses on providing tax aware investment solutions tailored to each family's individual financial goals. Prior to joining UBS, Kim was a Senior Tax Associate and CPA® at Lindsay and Brownell, LLP in San Diego. Kim specialized in tax planning and analysis for small business owners, successful families, and nonprofit organizations. She is also the President of local nonprofit called the Rwandan Orphans Project that focuses on providing education and emotional support to children who would otherwise not have the opportunity. Kim earned a B.A. in Economics with an emphasis in Accounting at the University of California, Los Angeles. In addition, she holds the Series 7 and 66 securities licenses and is an Accredited Wealth Management AdvisorSM. In her spare time she enjoys volunteering, running, and practicing karate at a local studio in Encinitas.

            • Accredited Wealth Management Advisor℠
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Investment Management Analyst®
            12220 El Camino Real
            Suite 400
            San Diego, CA 92130
          • Kevin Clark Fennell Profile Photo

            Kevin Clark Fennell

            Wealth Strategy Associate

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            • CA

            Kevin graduated from University of Southern California with a degree in Business Administration. He joins the Taylor Family Wealth Management Team to assist with client services and portfolio management. Kevin enjoys football and spending time with family and friends

                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                • Samuel Seyong Oh Photo

                  Samuel Seyong Oh

                  Client Associate

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                  • AZ
                  • CA
                  • FL
                  • IL

                  Sam graduated from University of Southern California in 2014 with a degree in Economics. He joined the team in August of 2019 after working in the financial services industry for 5 years and 2 years in the technology industry. He is passionate about making sure clients' needs and following through on requests. Sam holds both his Series 7 and Series 66 licenses. In his spare time, he enjoys playing the violin, taking boxing classes at his local gym, and building project websites.

                        12220 El Camino Real
                        Suite 400
                        San Diego, CA 92130

                      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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