Lasting relationships. For all that matters

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.

Two women laptop

Teddy Rakestraw

Vice President–Wealth Management

Portfolio Manager

I joined UBS Financial Services in 2009. I currently hold the title of Account Vice President, Financial Advisor, Portfolio Manager. Prior to that, I worked at Citi Smith Barney where I served as the Administrative Manager for 13 years. I earned the title of Assistant Vice President, and Financial Planning Associate. I hold Series 7, 9, 10, 31, 63, 65 and I am insurance licensed. My team focus is on Mutual Funds, Marketing, and Compliance. I went to California State University East Bay where I earned my BS and MS degrees. I am active in community service clubs and actively support environmental causes, preservation of wildlife and animal welfare groups.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA
  • WA

Education

  • BS, California State University East Bay
  • MS, California State University East Bay

Credentials

  • Portfolio Manager
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-6344

Email Me

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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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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