Your life's goals

Wealth management to help you get there

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Dean Meniktas Profile Photo

    Dean Meniktas, CIMA

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • GA
    • HI
    • KS
    • MA
    • MI
    • MO
    • MS
    • NY
    • OH
    • OR
    • SD
    • UT
    • WA
    A financial advisor since 1994, Dean holds a MBA in Finance and BS in Civil Engineering from the University of California Berkeley. Prior to joining UBS, he was a Senior V.P. of Investments with Merrill Lynch in Oakland.  He holds the designation of Certified Investment Management Analyst,(CIMA®) following course work and examination at the Wharton School of Business.  He also holds the UBS designation of "Wealth Advisor" representing UBS certification to address complex client needs with a comprehensive array of wealth management services.  He is a member of  the Investment Management Consultant Association and serves on the Board of Directors of local non-profit, Save the Bay.  Dean enjoys windsurfing, golf and vintage Porsche car collecting.   He resides in Moraga with his wife and three daughters.

      • University of California Berkeley, M.B.A. Finance
      • University of California Berkeley, B.S. Civil Engineering
      • Certified Investment Management Analyst®
      • Wealth Advisor
      1255 Treat Blvd
      Suite 1000
      Walnut Creek, CA 94597
    • Michael Meniktas Profile Photo

      Michael Meniktas, CRPC, AAMS

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • GA
      • HI
      • KS
      • MA
      • MI
      • MO
      • MS
      • NY
      • OH
      • OR
      • SD
      • UT
      • VA
      • WA

      A financial advisor since 1999 and prior to joining UBS, Michael was an Assistant Vice President with Merrill Lynch in Oakland.  Previously, a career of 15 years in the commercial real estate industry, he owned and operated a property management firm.  Michael holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) designations and a Bachelor of Science Degree in Business Administration from San Diego State University.  He enjoys fly fishing and vintage watch collecting and has built out an extensive collection of U.S. President artifacts.  Michael serves on the Board of Directors of the Hog Island Oyster Company.  He resides in San Francisco with his wife and daughter.

        • San Diego State University, B.S. Business Administration
        • Accredited Asset Management Specialist℠
        • Chartered Retirement Planning Counselor℠
        1255 Treat Blvd
        Suite 1000
        Walnut Creek, CA 94597
      • Angie Spears

        Angie Spears

        Senior Client Associate

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        • CA
        • GA
        • MI
        • NJ
        • NV
        • NY
        • OR
        • SD

        Angie is a Senior Registered Client Service Associate and a 19 1/2 year veteran of the Walnut Creek UBS office. Angie’s experience, length of service and wealth of knowledge also allows her to serve as a Client Service Associate Coach for the Walnut Creek and Danville branches providing guidance and instruction on the firm’s new software and best practices to new CSA's to excel in their roles. Angie resides in Brentwood with her husband, daughter and five pets, is an avid gardener, hiker and sports fan.

              1255 Treat Blvd
              Suite 1000
              Walnut Creek, CA 94597

            The circular economy: What is it?

            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.

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            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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            UBS is a world-leading wealth manager

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