Seeking to build relationships and earn your trust

The Price Group - Main Photo

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.

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.

  • Chris

    Christopher R. Price

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
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    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
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    • OR
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    • 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

      • University of California, Irvine, B.S. Information and Computer Science
      • Senior Portfolio Manager
      20 Pacifica
      Suite 1500
      Irvine, CA 92618
    • Dana

      Dana B. Terry, CRPC

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
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      • CA
      • CO
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • LA
      • MD
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
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      • OR
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      • RI
      • SC
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      • UT
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      • 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

          • Chartered Retirement Planning Counselor℠
          20 Pacifica
          Suite 1500
          Irvine, CA 92618
        • Justin

          Justin Equitz, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • LA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
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          • 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

            • California State University, Fullerton, Economics
            • CERTIFIED FINANCIAL PLANNER™
            20 Pacifica
            Suite 1500
            Irvine, CA 92618
          • Timothy

            Timothy Marshall

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
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            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • IA
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            • IL
            • IN
            • KS
            • MD
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
            • ND
            • 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

              • University of California at Santa Barbara, B.S.
                888 San Clemente Drive
                Suite 300
                Newport Beach, CA 92660
              • Cameron

                Cameron J. Price, CFP

                Vice President–Wealth Management

                Financial Advisor

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                • AK
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                • CA
                • CO
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NH
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
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                • RI
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                • UT
                • VA
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                • WY

                Cameron joined the group as a Financial Advisor in May of 2018. He earned his Bachelor of Arts in Economics and Minor in Computer Science at Dartmouth College in Hanover, NH. As a CFP® professional, Cameron 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. Cameron holds his Series 7, Series 66 and Life & Health Insurance licenses. His hobbies outside of work are music, water sports and traveling.

                Cameron and his wife Laura live in Aliso Viejo, CA.

                CA Insurance License # 0M58629

                  • Dartmouth College, B.A. Economics and Minor Computer Science
                  • CERTIFIED FINANCIAL PLANNER™
                  20 Pacifica
                  Suite 1500
                  Irvine, CA 92618
                • Patricia

                  Patricia S. Bacho

                  Wealth Strategy Associate

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                  • AK
                  • AL
                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • HI
                  • IA
                  • ID
                  • IL
                  • IN
                  • KS
                  • MA
                  • MD
                  • ME
                  • MI
                  • MN
                  • MO
                  • MS
                  • MT
                  • NC
                  • NH
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                  • NV
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                  • WY

                  Patricia graduated from Chapman with a B.S. in Business Administration/Accounting and emphasis in finance in 2016. Shortly after graduating she joined UBS to begin her career in the financial services industry.

                  Patricia currently holds the Series 7 and 66 licenses. She is a Wealth Strategy Associate leading the daily operations of the team. Patricia is dedicated in anticipating client needs, providing solutions and ensuring service excellence for clients. She assists in research, trading efforts and preparing account reviews. 

                  Patricia and her husband Jerome live in Irvine, CA. On her spare time she enjoys traveling, the outdoors, and spending time with her family and friends. 

                    • Chapman University, B.S. Business Administration/Accounting - Emphasis in Finance: 2012 - 2016
                      20 Pacifica
                      Suite 1500
                      Irvine, CA 92618
                    Comprehensive wealth management

                    Comprehensive wealth management

                    Retirement income planning

                    Retirement income planning

                    Personalized and proactive service

                    Personalized and proactive service

                    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.

                    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