Family. Wealth. For generations

Sailboat splashing in water

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Co-workers in a lobby

Who we work with

Business transition and succession planning

Goals-based planning

Helping women take charge

Retirement planning

Philanthropy

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

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.

  • Clinton Gee

    Clinton Gee

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • LA
    • MA
    • NV
    • NY
    • TX
    • WA

    Education:
    BA - Economics, University of California, Los Angeles, 1981

    Professional Experience:
    2010 - Present: UBS
    Senior Vice President - Investments
    Financial Advisor

    2007 - 2010: Smith Barney
    Senior Vice President - Wealth Management
    Senior Advisor, Citi Family Office

    1987 - 2007: Morgan Stanley
    First Vice President - Wealth Management
    Financial Advisor

    Licenses:
    7, 8, 65, 63, 3, 15, and Annuity and Life Insurance

    California Insurance License #0A76433

     

        20 Pacifica
        Suite 1500
        Irvine, CA 92618
      • Cheryl Gee

        Cheryl Gee

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • IL
        • LA
        • MA
        • NV
        • NY
        • TX
        • WA

        Education:
        BA - Economics, University of California, Los Angeles, 1981

        Professional Experience:
        2010 - Present: UBS
        Senior Wealth Strategy Associate

        2007 - 2010: Smith Barney
        Vice President - Wealth Managment
        Financial Advisor

        2004 - 2007: Morgan Stanley
        Vice President - Global Wealth Management
        Financial Advisor

        CERTIFIED FINANCIAL PLANNER™

        Licenses:
        7, 66, 31, and Annuities and Life Insurance

        California Insurance License #0E72002

         

            • Certified Exit Planning Advisor
            • CERTIFIED FINANCIAL PLANNER™
            • Portfolio Manager
            20 Pacifica
            Suite 1500
            Irvine, CA 92618
          • Carrie Helmick

            Carrie Helmick

            Client Associate

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              Carrie Helmick

              Thirty Two Years of Experience in the Securities Industry in Operations and Administration.

               

                    20 Pacifica
                    Suite 1500
                    Irvine, CA 92618

                  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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