Family. Wealth. For Generations.

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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.

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Family on back porch

Wealth transfer across generations

Three generations on beach

From success to succession

Woman with architectural plans

A plan to simplify your financial life

Helping women take charge

US equity market outlook

Grandparents with grandchild

What will your legacy be?

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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

     

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        20 Pacifica
        Suite 1500
        Irvine, CA 92618
        clinton.gee@ubs.com
        Clinton Gee
        20 Pacifica,Irvine,CA,92618
      • Cheryl Gee

        Cheryl Gee

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • FL
        • IL
        • NV
        • NY
        • TN
        • 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

         

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Certified Exit Planning Advisor
          • CERTIFIED FINANCIAL PLANNER®
          • Portfolio Manager
          20 Pacifica
          Suite 1500
          Irvine, CA 92618
          cheryl.gee@ubs.com
          Cheryl Gee
          20 Pacifica,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
                  carrie.helmick@ubs.com
                  Carrie Helmick
                  20 Pacifica,Irvine,CA,92618
                • Roubina

                  Roubina Kurkjian

                  NMLS #947868

                  Senior Wealth Management Banker, UBS Bank USA

                  Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

                  Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                  Professional history

                  Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

                  Education and personal information

                  In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

                  Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

                  Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

                • David

                  David Mader

                  NMLS #947868

                  Wealth Management Banker, UBS Bank USA

                  Current role and areas of expertise

                  David Mader joined UBS Bank USA in 2017 and he is currently a Wealth Management Banker covering the Pacific Desert and Pacific Northwest Markets.

                  David has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                  Professional history

                  David began his career in financial services with Wells Fargo Bank in 2002. Prior to joining UBS, he was a Financial Advisor at Wells Fargo Advisors in Palos Verdes, CA. 

                  Education and personal information

                  In David’s role as a Wealth Management Banker his NMLS # is 637276. He holds his Series 7 and 66 securities licenses, Life, Health and Annuities license and a Personal Financial Planning Certificate from the University of California, Irvine. He also holds a BA in Political Science with a Minor in Business Administration from California State University, Fullerton where he graduated Cum Laude.

                  Outside of the office, he enjoys going to the beach with his family, coaching his daughter and son’s soccer teams and on a rare occasion, a quick round of golf.

                  Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                • Laura Chooljian

                  Executive Director

                  Senior Wealth Strategist

                  Introduction

                  Laura works with UBS ultra-high net worth clients and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Laura assists families in the development of estate plans that match their personal values and goals for their legacy.

                  Professional History

                  Prior to joining UBS, Laura was a member of the Private Client Services group of the law firm Greenberg Glusker Fields Claman and Machtinger, focusing her practice on estate planning and charitable planning for high net worth individuals. Laura started her career as a member of the corporate department at K&L Gates LLP.

                  Education

                  Laura earned a B.A. from UCLA, a J.D. from UC Davis School of Law and an LL.M. (Master of Laws) in Taxation from Loyola Law School, Los Angeles.

                  Affiliations

                  Member, Trusts and Estates Section and Taxation Section of California Lawyers Association
                  Member, Accion Opportunity Fund SoCal Regional Advisory Board

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $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

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