$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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 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
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
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
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
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
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.
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
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
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
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
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
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.
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
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.
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.
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.
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.
$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
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