Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

  • Stephen John Seiber Photo

    Stephen Seiber

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • IL
    • KS
    • KY
    • MD
    • MI
    • MN
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    • NC
    • NM
    • NV
    • NY
    • OH
    • OR
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA

    With more than 30 years experience, Mr. Seiber and his team have prided themselves on providing every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

    Mr. Seiber graduated from Pepperdine University in 1984, earning himself a degree in Economics. Prior to joining UBS in 1989 he worked as a stock specialist on the Pacific Stock exchange from 1984 until 1989. He holds his FINRA licenses: 7, 63 and is insurance licensed in CA and UT.

          1200 Prospect Street
          Suite 100
          La Jolla, CA 92037
          stephen.seiber@ubs.com
          Stephen Seiber
          1200 Prospect Street,La Jolla,CA,92037
        • John M. Seiber Photo

          John Seiber

          Senior Vice President–Wealth Management

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          • AZ
          • CA
          • CO
          • FL
          • ID
          • KS
          • MD
          • NC
          • NM
          • NV
          • TX
          • WA

          Involved in the investment business since 1961, John currently serves as the Sr. Vice President - Investments for UBS Financial Services, Inc., La Jolla Branch. Prior to this assignment, he served in management positions with the international brokerage company PaineWebber and national brokerage and investment banking company Blyth, Eastman, Dillon. John attended Rockhurst University with a focus in Economics, and then served as a Naval Officer and Carrier Pilot from 1955-2000. He has been a board member and served in leadership positions with numerous community, civic and business organizations including Francis Parker School, the Pt. Loma Kiwanis Club, The SD Stock & Bond Club, Proxima Corp., Comstream Corp., Via-Stat Corp. and Stat-Med R. John was the Director of the Rancho Santa Fe Foundation from 1998-2006, serving as the Chairman from 1999-2001. He has been the Director for the Kraemer Endowment Foundation, an organization supporting St. Madeleine Sophie's Center for the Developmentally Disabled since 1992. serving as Chairman from 1995 - present. He also serves on the Investment Committee of Sharp Healthcare. His other current activities include being a Director of the Dickinson Foundation, the Presidents' Council-San Diego River Valley, the Presidents' Council-San Elijo Lagoon (Chairman) and VIM SD, an organization that provides medical services to the underserved. He is also a member of the Rancho Santa Fe Golf Club.

                1200 Prospect Street
                Suite 100
                La Jolla, CA 92037
                john.seiber@ubs.com
                John Seiber
                1200 Prospect Street,La Jolla,CA,92037
              • Nichole Elizabeth Adams Photo

                Nichole Adams

                Senior Client Associate

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                • CA
                • CO
                • FL
                • GA
                • MD
                • NY
                • TN
                • VA

                Nichole has been in the financial service industry since 2003. As the newest member of the Seiber team, she joined UBS Financial in August of 2015. Prior to that, she was a Client Relationship specialist for an independent investment firm in Palm Desert since 2010. She began her financial services career working as a financial associate for Citibank, N.A. Nichole strives to provide the highest level of customer service by implementing a streamlined and efficient process combined with a personal touch for both her team and their clients. She has obtained her securities licenses: 6, 7, 63, 66 as well as her CA insurance license. She has returned to her home town of San Diego where she enjoys life with her husband, Benjamin and their son, Gracen.

                      Home Worker TN
                      Home Worker TN, TN 000
                      nichole.adams@ubs.com
                      Nichole Adams
                      Home Worker TN,Home Worker TN,TN,000

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                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

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