A legacy for generations

• AZ
• CA
• CO
• CT
• DC
• FL
• IA
• ID
• IL
• IN
• KY
• MA
• MD
• MI
• MN
• MO
• NC
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• SD
• TX
• UT
• VA
• WA
• WY

Wynne is a graduate of the University of Southern California with a Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA), having received her CPA certificate in 1987. The combination of Wynne’s experience as a financial advisor, her educational background and her CPA designation makes her uniquely qualified to serve the diverse needs of both her international and domestic clientele.

Since 1994, when she started in the industry, Wynne’s focus has been primarily on family wealth management. In particular, Wynne specializes in wealth planning strategies, asset management, estate planning, retirement planning and risk management. With her extensive experience in accounting and tax planning, Wynne effectively designs trust strategies for the multi-generational planning requirements of her high net worth clients. This comprehensive approach begins with a unique and customized financial plan for each client.

CA Insurance License No. 0B47612

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Southern California , Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA)

• Portfolio Manager

• AZ
• CA
• CO
• CT
• DC
• FL
• IA
• ID
• IL
• IN
• KY
• MA
• MD
• MI
• MN
• MO
• NC
• NJ
• NM
• NV
• NY
• OK
• OR
• PA
• SC
• SD
• TX
• UT
• VA
• WA
• WY

Albert joined UBS Financial Services in 2014 as a financial advisor and team member of The Wynne Group. He focuses mainly on family wealth management. As part of the team's mission, Albert works with high level executives and successful entrepreneurs as well as their families in creating tailored plans to ensure the legacy they worked so hard to achieve spans multi-generations. He currently holds the Series 7 and 66 along with the California State Life Insurance License.

Originally from the San Fernando Valley, Albert graduated from the University of California, Los Angeles with a major in Economics and a minor in Human Complex Systems. Prior to being at UBS, he was a Research Analyst with CBRE.

Outside of UBS, Albert is an active volunteer involved with Habitat for Humanity Los Angeles, as part of their Young Professionals Associations. In his free time, he enjoys adventurous travels and even more bizarre foods.

CA Insurance License No. 0K18931

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of California, Los Angeles , Major in Economics and a minor in Human Complex Systems