Tailored wealth advice

Professional guidance that helps inspire confidence

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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Tony De La Rosa

Senior Vice President–Wealth Management

Financial Advisor

Tony works with tech entrepreneurs, entertainment clients and next-generation inheritors to guide them through wealth accumulation, preservation and transfer. His prior investment banking experience affords him the opportunity to provide informed recommendations about lending strategies that support the entrepreneurial process from startup to sale, and beyond. Tony provides expertise and in-house resources for our clients’ wealth management needs after a liquidity event, including family office solutions, estate planning strategies, philanthropic planning, tax optimization strategies, and sustainability/impact investing.

He holds a B.A. in Business Management Economics with Honors from the University of California, Santa Cruz. Tony was born and raised in Santa Monica and currently lives in Pacific Palisades with his wife and daughter. 

CA Insurance License 0F58426

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 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.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Business Management Economics (Honors), University of California, Santa Cruz, 2002 - 2006

Entrepreneurs
Multi-generational families
Family Offices
Professional entertainers
Custom portfolios
Alternative investments
Lending services
Philanthropy
2000 Avenue of the Stars
7th. Floor North
Los Angeles, CA 90067
  • (310) 734-2468

Email Me

Tony De La Rosa is also part of:
Private Family Wealth Partners

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Family on back porch

Wealth transfer across generations

Father and daughter hiking in fields

Navigating opportunities across your enterprise

Swimmer in water

The unique needs of athletes and entertainers

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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