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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Tony works with tech entrepreneurs and business owners, entertainment clientele, 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 clients’ wealth management needs after a liquidity event, including family office solutions, estate planning strategies, philanthropic planning, tax optimization strategies and sustainability/impact investing.
Tony joined UBS in 2011 after working as an investment banking and asset management analyst for Provident Group in New York. 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, CA and currently lives in Pacific Palisades with his wife and two children. Outside of business hours, he is active within the westside soccer community and enjoys running, exercising, surfing, and spending time with family at the beach.
CA Insurance License 0F58426
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
Tony De La Rosa is also part of:
Private Family Wealth Partners
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Tony works with tech entrepreneurs and business owners, entertainment clientele, 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 clients’ wealth management needs after a liquidity event, including family office solutions, estate planning strategies, philanthropic planning, tax optimization strategies and sustainability/impact investing.
Tony joined UBS in 2011 after working as an investment banking and asset management analyst for Provident Group in New York. 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, CA and currently lives in Pacific Palisades with his wife and two children. Outside of business hours, he is active within the westside soccer community and enjoys running, exercising, surfing, and spending time with family at the beach.
CA Insurance License 0F58426
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
Tony De La Rosa is also part of:
Private Family Wealth Partners
Lets connect
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.
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.
$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
