Tailored wealth advice

Professional guidance that helps inspire confidence

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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Tony De La Rosa

First 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
  • MD
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

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

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
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-8090

Email Me

Tony De La Rosa is also part of:
Endurance Artist Management

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.

Who we work with

Who we work with

The unique needs of athletes and entertainers

The unique needs of athletes and entertainers

Family offices

Family offices

Man looking in VR headset

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.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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