Seeking to build relationships and earn your trust

You’ve worked hard all your life. Now you need to live off that income—potentially for decades. We can help.

At The Price Group, we are a team of experienced Financial Advisors who focus on retirement planning. Our comprehensive income strategies are designed to weather volatile markets and support long life spans. We seek to take the emotions out of investing, give you clarity about your future and help you find fulfillment in retirement.

In all that we do, integrity guides us. We understand our responsibility to you, and we always put your interests first. When you work with us, you become part of our family. And we hope to have a multigenerational impact on yours.

Start the conversation

Our team believes building a foundation of trust has an everlasting benefit. We strive daily to build upon that foundation. The greatest compliment in the world is simply, Trust, it is the hallmark of The Price Group.
- Christopher R. Price, Managing Director

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.

Christopher R. Price

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris has been a Financial Advisor since 1989 and leads the Price Group as the team Managing Director - Wealth Management and Senior Portfolio Manager. He holds the following licenses series: 7, 31, 63, 65 as well as variable life and annuity insurance licenses.

He earned a degree of Bachelor of Science in Information and Computer Science at the University of California, Irvine. His main focus and background is in dealing with retirees, professionals and business owners in the retirement/rollover market. Our team is committed to developing long term relationships through high level of service, ongoing dialogue, and customized investments.

Chris resides in Newport Beach with his wife Lisa.

CA Insurance License # 0A79112
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- University of California, Irvine, B.S. Information and Computer Science
- Senior Portfolio Manager
20 Pacifica
Suite 1500
Irvine, CA 92618

chris.price@ubs.com

Christopher R. Price

20 Pacifica,Irvine,CA,92618
Dana B. Terry, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Dana began his career as a Financial Advisor in 1987 and has a CRPC® designation as a Chartered Retirement Planning Counselor that offers and specializes in comprehensive retirement and income planning. As Senior Vice President - Wealth Management, he holds his Series 7, 31, 63, and 65 securities licenses as well as his life and annuity insurance licenses.

He has a background in physics and his experience and career now spans over three decades. Dana continues to provide meaningful client relationships and experiences on his clients personal retirement portfolios and focuses primarily on helping individual families achieve their retirement goals.

Dana, his wife Wendy and their daughter live in Coto de Caza.

CA Insurance License # 0C76429
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
20 Pacifica
Suite 1500
Irvine, CA 92618

dana.terry@ubs.com

Dana B. Terry, CRPC

20 Pacifica,Irvine,CA,92618
Justin Equitz, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Justin began his financial career in 2000. As a CFP® practitioner, Justin focuses on understanding client objectives and creating a plan to achieve those objectives. Justin earned a degree in economics from California State University, Fullerton.

As a Senior Vice President - Wealth Management, Justin is Series 7, 63, 65, 31, and insurance licensed allowing him to offer a wide range of investment solutions and services to clients. He has extensive experience helping individuals and business owners both before and after retirement with investment implementation and retirement income planning.

Justin, his wife Kelly and their two daughters reside in Orange.

CA Insurance License # 0D16084
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- California State University, Fullerton, Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
20 Pacifica
Suite 1500
Irvine, CA 92618

justin.equitz@ubs.com

Justin Equitz, CFP

20 Pacifica,Irvine,CA,92618
Timothy Marshall

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Tim became a Financial Advisor in 1984, following a successful career as a CPA/Tax Advisor for KPMG LLC. His extensive financial and tax background provides the group with a perspective on retirees, professional and business owners in the investment area.

Tim earned his B.S. degree from University of California at Santa Barbara. As a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS he works closely with individual investors managing their custom portfolios and wealth strategies.

Tim enjoys skiing and biking and lives in Corona del Mar with his wife Patsy and his 3 daughters.

CA Insurance License # 0A34820
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

timothy.p.marshall@ubs.com

Timothy Marshall

888 San Clemente Drive,Newport Beach,CA,92660
Cameron J. Price, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Cameron J. Price, CFP®, has been a financial advisor for The Price Group at UBS since 2018. As a Certified Financial Planner™ professional, he has a passion for helping clients develop comprehensive financial plans and constructing portfolios that assist in fulfilling their lifelong goals.

Prior to UBS, Cameron spent his career in investment performance auditing and merchandise financial planning. His background in economic research and data analytics has provided an edge for our group in delivering optimal portfolio recommendations for our clients’ stated goals.

Cameron earned his Bachelor of Arts in Economics with a minor in Computer Science at Dartmouth College in Hanover, NH. He holds his Series 7 and 66 securities licenses and life and health insurance licenses.

He and his wife, Laura, and daughter, Jade, live in Aliso Viejo, CA. Outside of work, you may find Cameron playing music, doing water sports, or traveling.

CA Insurance License # 0M58629
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Dartmouth College, B.A. Economics and Minor Computer Science
- CERTIFIED FINANCIAL PLANNER
20 Pacifica
Suite 1500
Irvine, CA 92618

cameron.price@ubs.com,chris.price@ubs.com

Cameron J. Price, CFP

20 Pacifica,Irvine,CA,92618
Tyler S. Masukawa

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Tyler graduated from the University of California, Irvine and earned a Bachelor's Degree in Business Economics in 2016. Before joining UBS, Tyler gained client service experience at American Funds - Capital Group. He now holds the Series 7 and 66 licenses and is a Wealth Strategy Associate for the Price Group.

Tyler enjoys working with clients to fostering a positive client experience. His primary focus for the team is to provide superior service to clients by his attention to detail. Tyler plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans.

He is a Southern California native, born and raised in Laguna Beach. On his free time, he enjoys traveling, basketball, and golf.
- University of California, Irvine, Business Economics: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

tyler.masukawa@ubs.com

Tyler S. Masukawa

20 Pacifica,Irvine,CA,92618

Connor Cole

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Connor graduated from California Lutheran University with a Bachelor’s degree in Business Administration with an emphasis in Management in 2021. He joined the team shortly after graduating to begin his career in the financial services industry.

Connor is currently taking night classes to pursue his MBA in Financial Planning at Cal Lutheran. He currently holds the Series 7 and Series 66 licenses. He is assisting the team with any client needs and has a passion for serving others.

Connor recently moved to Rancho Mission Viejo, CA. On his free time he enjoys basketball, golf, and spending time with family and friends.
- California Lutheran University , B.S. Business Administration - Emphasis in Management: 2017 - 2021
20 Pacifica
Suite 1500
Irvine, CA 92618

connor.cole@ubs.com

Connor Cole

20 Pacifica,Irvine,CA,92618
Sean O'Day

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Sean O’Day has worked in the wealth management industry over the last 5 years, working his way up from operations to client service associate. Prior to that, he attended San Francisco State University where he graduated with a degree in Business, with a Finance concentration. Sean has also worked in sales at Lending Club as a personal loan representative and was recognized for his sales numbers. Sean obtained his SIE a few years ago and will be studying for his Series 7 and 66 in the coming months.

Sean and his wife Rickilee have two children, a 5 year old son and a 1 year old daughter who keep them very busy! Outside of work Sean loves to play basketball, soccer and golf. Additionally he is an avid Lakers Fan!
- San Francisco State University, B.S. Business Concentration in Finance: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

sean.oday@ubs.com

Sean O'Day

20 Pacifica,Irvine,CA,92618
Preston Cole

Client Associate
View bio
Preston graduated from Grand Canyon University with a Bachelor's degree in Business Administration in 2024. Prior to joining UBS, Preston gained client service experience at Columbia Bank, where he worked as a call center representative and a client service specialist.

Preston is currently studying to take his Series 7 and Series 66 exams. He is dedicated to building strong client relationships and delivering exceptional customer service.

He lives in Irvine, CA, and in his free time he enjoys playing golf, basketball, and staying active.
- Grand Canyon University , B.S. Business Administration : 2021 - 2024
20 Pacifica
Suite 1500
Irvine, CA 92618

preston.cole@ubs.com

Preston Cole

20 Pacifica,Irvine,CA,92618
Patricia S. Bacho

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Patricia has returned to the Price Group after taking a career pause to focus on raising her daughter, Grace. She is grateful to return as a Registered Client Service Associate to continue to work on her passion, helping others.

Patricia joined The Price Group in 2016 after graduating from Chapman with a B.S. in Business Administration. She currently holds the Series 7/66 licenses and is responsible in daily brokerage operations. Her primary focus is to maintain and facilitate account servicing needs for our high net worth clients.

Patricia and her husband, Jerome, have been married for five years and enjoy building a life centered on family and community. On her spare time she enjoys traveling, the outdoors, and going on walks with her dog, Chance.
- Chapman University, B.S. Business Administration/Accounting - Emphasis in Finance: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

patricia.bacho@ubs.com

Patricia S. Bacho

20 Pacifica,Irvine,CA,92618

Christopher R. Price

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Chris has been a Financial Advisor since 1989 and leads the Price Group as the team Managing Director - Wealth Management and Senior Portfolio Manager. He holds the following licenses series: 7, 31, 63, 65 as well as variable life and annuity insurance licenses.

He earned a degree of Bachelor of Science in Information and Computer Science at the University of California, Irvine. His main focus and background is in dealing with retirees, professionals and business owners in the retirement/rollover market. Our team is committed to developing long term relationships through high level of service, ongoing dialogue, and customized investments.

Chris resides in Newport Beach with his wife Lisa.

CA Insurance License # 0A79112
- Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- University of California, Irvine, B.S. Information and Computer Science
- Senior Portfolio Manager
20 Pacifica
Suite 1500
Irvine, CA 92618

chris.price@ubs.com

Christopher R. Price

20 Pacifica,Irvine,CA,92618
Dana B. Terry, CRPC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Dana began his career as a Financial Advisor in 1987 and has a CRPC® designation as a Chartered Retirement Planning Counselor that offers and specializes in comprehensive retirement and income planning. As Senior Vice President - Wealth Management, he holds his Series 7, 31, 63, and 65 securities licenses as well as his life and annuity insurance licenses.

He has a background in physics and his experience and career now spans over three decades. Dana continues to provide meaningful client relationships and experiences on his clients personal retirement portfolios and focuses primarily on helping individual families achieve their retirement goals.

Dana, his wife Wendy and their daughter live in Coto de Caza.

CA Insurance License # 0C76429
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Chartered Retirement Planning Counselor
20 Pacifica
Suite 1500
Irvine, CA 92618

dana.terry@ubs.com

Dana B. Terry, CRPC

20 Pacifica,Irvine,CA,92618
Justin Equitz, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Justin began his financial career in 2000. As a CFP® practitioner, Justin focuses on understanding client objectives and creating a plan to achieve those objectives. Justin earned a degree in economics from California State University, Fullerton.

As a Senior Vice President - Wealth Management, Justin is Series 7, 63, 65, 31, and insurance licensed allowing him to offer a wide range of investment solutions and services to clients. He has extensive experience helping individuals and business owners both before and after retirement with investment implementation and retirement income planning.

Justin, his wife Kelly and their two daughters reside in Orange.

CA Insurance License # 0D16084
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- California State University, Fullerton, Economics
- CERTIFIED FINANCIAL PLANNER
- Certified Exit Planning Advisor
20 Pacifica
Suite 1500
Irvine, CA 92618

justin.equitz@ubs.com

Justin Equitz, CFP

20 Pacifica,Irvine,CA,92618
Timothy Marshall

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WV
- WY
Tim became a Financial Advisor in 1984, following a successful career as a CPA/Tax Advisor for KPMG LLC. His extensive financial and tax background provides the group with a perspective on retirees, professional and business owners in the investment area.

Tim earned his B.S. degree from University of California at Santa Barbara. As a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS he works closely with individual investors managing their custom portfolios and wealth strategies.

Tim enjoys skiing and biking and lives in Corona del Mar with his wife Patsy and his 3 daughters.

CA Insurance License # 0A34820
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

timothy.p.marshall@ubs.com

Timothy Marshall

888 San Clemente Drive,Newport Beach,CA,92660
Cameron J. Price, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Cameron J. Price, CFP®, has been a financial advisor for The Price Group at UBS since 2018. As a Certified Financial Planner™ professional, he has a passion for helping clients develop comprehensive financial plans and constructing portfolios that assist in fulfilling their lifelong goals.

Prior to UBS, Cameron spent his career in investment performance auditing and merchandise financial planning. His background in economic research and data analytics has provided an edge for our group in delivering optimal portfolio recommendations for our clients’ stated goals.

Cameron earned his Bachelor of Arts in Economics with a minor in Computer Science at Dartmouth College in Hanover, NH. He holds his Series 7 and 66 securities licenses and life and health insurance licenses.

He and his wife, Laura, and daughter, Jade, live in Aliso Viejo, CA. Outside of work, you may find Cameron playing music, doing water sports, or traveling.

CA Insurance License # 0M58629
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The 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.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Dartmouth College, B.A. Economics and Minor Computer Science
- CERTIFIED FINANCIAL PLANNER
20 Pacifica
Suite 1500
Irvine, CA 92618

cameron.price@ubs.com,chris.price@ubs.com

Cameron J. Price, CFP

20 Pacifica,Irvine,CA,92618
Tyler S. Masukawa

Senior Wealth Strategy Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Tyler graduated from the University of California, Irvine and earned a Bachelor's Degree in Business Economics in 2016. Before joining UBS, Tyler gained client service experience at American Funds - Capital Group. He now holds the Series 7 and 66 licenses and is a Wealth Strategy Associate for the Price Group.

Tyler enjoys working with clients to fostering a positive client experience. His primary focus for the team is to provide superior service to clients by his attention to detail. Tyler plays a crucial role—helping clients solve problems, understanding their goals and concerns and facilitating the execution of financial plans.

He is a Southern California native, born and raised in Laguna Beach. On his free time, he enjoys traveling, basketball, and golf.
- University of California, Irvine, Business Economics: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

tyler.masukawa@ubs.com

Tyler S. Masukawa

20 Pacifica,Irvine,CA,92618
Connor Cole

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Connor graduated from California Lutheran University with a Bachelor’s degree in Business Administration with an emphasis in Management in 2021. He joined the team shortly after graduating to begin his career in the financial services industry.

Connor is currently taking night classes to pursue his MBA in Financial Planning at Cal Lutheran. He currently holds the Series 7 and Series 66 licenses. He is assisting the team with any client needs and has a passion for serving others.

Connor recently moved to Rancho Mission Viejo, CA. On his free time he enjoys basketball, golf, and spending time with family and friends.
- California Lutheran University , B.S. Business Administration - Emphasis in Management: 2017 - 2021
20 Pacifica
Suite 1500
Irvine, CA 92618

connor.cole@ubs.com

Connor Cole

20 Pacifica,Irvine,CA,92618
Sean O'Day

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
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- OR
- PA
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Sean O’Day has worked in the wealth management industry over the last 5 years, working his way up from operations to client service associate. Prior to that, he attended San Francisco State University where he graduated with a degree in Business, with a Finance concentration. Sean has also worked in sales at Lending Club as a personal loan representative and was recognized for his sales numbers. Sean obtained his SIE a few years ago and will be studying for his Series 7 and 66 in the coming months.

Sean and his wife Rickilee have two children, a 5 year old son and a 1 year old daughter who keep them very busy! Outside of work Sean loves to play basketball, soccer and golf. Additionally he is an avid Lakers Fan!
- San Francisco State University, B.S. Business Concentration in Finance: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

sean.oday@ubs.com

Sean O'Day

20 Pacifica,Irvine,CA,92618
Preston Cole

Client Associate
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Preston graduated from Grand Canyon University with a Bachelor's degree in Business Administration in 2024. Prior to joining UBS, Preston gained client service experience at Columbia Bank, where he worked as a call center representative and a client service specialist.

Preston is currently studying to take his Series 7 and Series 66 exams. He is dedicated to building strong client relationships and delivering exceptional customer service.

He lives in Irvine, CA, and in his free time he enjoys playing golf, basketball, and staying active.
- Grand Canyon University , B.S. Business Administration : 2021 - 2024
20 Pacifica
Suite 1500
Irvine, CA 92618

preston.cole@ubs.com

Preston Cole

20 Pacifica,Irvine,CA,92618
Patricia S. Bacho

Registered Client Associate
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
- WY
Patricia has returned to the Price Group after taking a career pause to focus on raising her daughter, Grace. She is grateful to return as a Registered Client Service Associate to continue to work on her passion, helping others.

Patricia joined The Price Group in 2016 after graduating from Chapman with a B.S. in Business Administration. She currently holds the Series 7/66 licenses and is responsible in daily brokerage operations. Her primary focus is to maintain and facilitate account servicing needs for our high net worth clients.

Patricia and her husband, Jerome, have been married for five years and enjoy building a life centered on family and community. On her spare time she enjoys traveling, the outdoors, and going on walks with her dog, Chance.
- Chapman University, B.S. Business Administration/Accounting - Emphasis in Finance: 2012 - 2016
20 Pacifica
Suite 1500
Irvine, CA 92618

patricia.bacho@ubs.com

Patricia S. Bacho

20 Pacifica,Irvine,CA,92618

Comprehensive wealth management

Understanding what matters most to you.

We want to get to know you and your family. We’ll ask about your sentimental and financial needs, your goals and your risk tolerance. That enables us to see the big picture and create custom strategies for you.

Our process starts with the UBS Financial Goal Analysis, a written financial plan, to evaluate whether you are on track to achieving your goals.

It can be helpful to think about your goals in terms of their different time frames, so we’ll consider your day-to-day needs, your “bucket list” items and the legacy you’d like to leave behind.

Our team includes Financial Advisors in the UBS Portfolio Management Program (PMP), who will create your custom asset allocation and manage discretionary portfolios for you.

Retirement income planning

Seeking to preserve your retirement lifestyle.

Drawing on our years of experience and depth of knowledge, we help you create a plan designed to generate income for life. Our team works diligently to identify sources of income and to help manage risk.

Leveraging the broad capabilities of UBS, we design diversified fixed income portfolios that reflect your needs. We seek to give you confidence that your non-discretionary expenses can be met with expected cash flows that have a conservative risk profile.

Our hand-crafted income strategies may include corporate bonds, preferred stock, municipal securities and other solutions. We put your interests first by choosing investments that are as cost-effective as possible.

Personalized and proactive service

Tailoring our approach to your needs.

We take pride in the white-glove service we provide. Our clients are special to us, and we want to show you how much we care. We strive to answer our phones on the first ring, answer your questions quickly and follow up regularly.

We believe clients truly appreciate our attentive and responsive service. We demonstrate our commitment with our team of full-time Client Service Associates, but every team member is available for any questions you may have.

We communicate frequently, sending our newsletter every other month, a market review each quarter and additional updates as needed. Clients meet with us in person to review their portfolio at least annually, but we will adjust our outreach to your preference.

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Seeking to build relationships and earn your trust

Pursuing your goals together

Christopher R. Price

Dana B. Terry, CRPC

Justin Equitz, CFP

Timothy Marshall

Cameron J. Price, CFP

Tyler S. Masukawa

Connor Cole

Sean O'Day

Preston Cole

Patricia S. Bacho