Senior Vice President–Wealth Management
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.
Education
Credentials
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Senior Vice President–Wealth Management
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.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Client Associate
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.
Senior Client Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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