Understanding

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

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, their daughter Jade and son Logan, live in Aliso Viejo, CA. Outside of work, you may find Cameron playing music, doing water sports, or traveling.

CA Insurance License # 0M58629

Tyler is a Senior Wealth Strategy Associate for the Price Group at UBS, where he plays a key role in delivering high‑touch, strategic wealth management support to clients. He graduated from the University of California, Irvine, earning a Bachelor’s degree in Business Economics in 2016. Prior to joining UBS, Tyler gained valuable client service experience at American Funds – Capital Group, where he developed a strong foundation in supporting clients and delivering high‑quality service.

As a Senior Wealth Strategy Associate, Tyler holds the Series 7 and Series 66 licenses and serves as a central point of execution and coordination for client relationships. He works closely with advisors to help translate client goals into actionable financial strategies, proactively address client needs, and ensure the smooth implementation of comprehensive financial plans. His role requires a high level of accountability, attention to detail, and judgment, all of which contribute to a positive client experience.

A Southern California native, Tyler was born and raised in Laguna Beach. Outside of work, he enjoys traveling, playing basketball, and golfing.

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.

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.

On his free time he enjoys basketball, golf, and spending time with family and friends.

Sean O’Day started his career in the wealth management industry in 2019, working his way up from operations and cashiering to Registered Client Service Associate.

Prior to that, Sean worked in sales at Lending Club as a client development representative, focusing on personal loans for individuals. He attended San Francisco State University where he graduated with a degree in Business, with a Finance concentration. 

Sean and his wife Rickilee have two children, a  son and a daughter who keep them very busy!  Outside of work Sean loves to play basketball, soccer and golf. Additionally he is an avid Lakers Fan!

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.

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.