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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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
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:
Endurance Artist Management
Lets connect
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
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:
Endurance Artist Management
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+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
