Lasting relationships. For all that matters

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Michael T. Tidik  Profile Picture

    Michael Tidik

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Michael's mission is to help clients realize their financial goals and continue enjoying the lifestyles they've worked hard to achieve. Upon graduating from The University of Southern California (USC) in 1990 with a degree in business, Michael began his career as a Financial Advisor and spent 20 years at Merrill Lynch.

    Michael and his team, the Tidik- Friedman Wealth Management Group, joined UBS in 2015.  

    As one of six siblings, and a father of four, Michael feels strongly about giving back to the community and is involved with several organizations benefitting the Heart Institute at Children's Hospital Los Angeles and the Providence Health & Services Foundation. In his free time, Michael enjoys golf, volleyball, fishing and spending time with his wife and family.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 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, 2024The 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 Southern California (USC) , Bachelor of Science in Business
    • Senior Portfolio Manager
    251 South Lake Avenue
    10th Floor
    Pasadena, CA 91101
    michael.tidik@ubs.com
    Michael Tidik
    251 South Lake Avenue,Pasadena,CA,91101
  • Jason Bradley Friedman Profile Picture

    Jason Bradley Friedman, CFP, CRPC

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jason's decision to join UBS in 2015 marked the end of over 11 years spent as a Financial Advisor at Merrill Lynch's Global Private Client Group. Jason earned the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Retirement Planning Counselor™ designation in 2007 and 2011, respectively. He also holds the Series 7, Series 31 and Series 66 securities licenses, as well as health and long-term care insurance licenses.  Jason specializes with clients in the entertainment industry helping them navigate their unique financial needs. 

    A native of Southern California and a graduate of California State University of Northridge, with a Bachelor of Science in business administration, Jason currently lives in Toluca Lake with his wife Alicyn and son Bodhi.  He is currently serving as a board member for the Toluca Lake Beautification Partners and is the past President for the Greater Toluca Lake Neighborhood Council. 

    • Forbes Best-in-State Wealth Management Teams, 2024The 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.

        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
        jason.friedman@ubs.com
        Jason Bradley Friedman, CFP, CRPC
        251 South Lake Avenue,Pasadena,CA,91101
      • Deirdre N. Hilario Profile Picture

        Deirdre N. Hilario

        Client Associate

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        • CA

        Prior to joining UBS with the team in 2015, Nicole was a Registered Client Associate at Merrill Lynch for more than eight years. She began her financial services career in 2001, gaining banking and lending experience with Washington Mutual.

        Committed to serving each client personally and responsively, Nicole oversees requests for fund research, reporting clarifications and general service inquiries. She holds a Bachelor of Science degree in business administration and loves to travel.

          • University of Southern California (USC) , Bachelor of Science in Business
            251 South Lake Avenue
            10th Floor
            Pasadena, CA 91101
            nicole.hilario@ubs.com
            Deirdre N. Hilario
            251 South Lake Avenue,Pasadena,CA,91101
          • Leslie N. Leonhard Profile Picture

            Leslie N. Leonhard

            Client Associate

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              Having joined UBS in 2015 with the team, Leslie assists clients of the Tidik- Friedman Wealth Management Group with the administrative aspects of their relationships. Since the launch of her financial services career with Merrill Lynch in 1985, she has held a wide range of client-focused positions in the Cashiering/Operations division, the High Net Worth department, the Private Banking Group and the Trust Global Advisor Technology Training area. Leslie is a lifelong resident of Los Angeles and enjoys hiking with her dog.

                    251 South Lake Avenue
                    10th Floor
                    Pasadena, CA 91101
                    leslie.leonhard@ubs.com
                    Leslie N. Leonhard
                    251 South Lake Avenue,Pasadena,CA,91101
                  • Kiley

                    Kiley Tidik

                    Client Associate

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                    • CA

                    Kiley is the newest member of the Tidik-Friedman group. She graduated in 2021 from the University of Southern California (USC) with a degree in Neuroscience and a minor in Business. After graduating, she worked for a multinational technology company focused on e-commerce as an Area Manager and helped coach the USC cheerleading teams.

                     

                    Growing up, Kiley admired her father’s attention to detail and commitment to realizing each one of his client’s financial goals. She hopes to emulate this throughout her career at UBS, as well as serve our clients in their customized credit lending, charitable giving, and insurance needs.

                     

                    Outside of work, she enjoys spending time with family and friends. She also loves going to the beach, cooking, exercising, and fishing.

                          251 South Lake Avenue
                          10th Floor
                          Pasadena, CA 91101
                          kiley.tidik@ubs.com
                          Kiley Tidik
                          251 South Lake Avenue,Pasadena,CA,91101
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                        Election day is over. Now what?

                        Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                        Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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