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.

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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 #0G26390. 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:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • ID
  • IL
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • 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

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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