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, 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

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.

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 is also studying to take his SIE, Series 7, and Series 66 exams. Connor 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.

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!