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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
