The right moves for your financial future

We are a team of wealth management professionals who have dedicated our practice to working with financially successful professionals just like you.  We work with clients nationwide to help them achieve their financial goals and set them up for everlasting prosperity. 

Like many successful corporate executives and highly talented individuals, you are accumulating significant wealth for you and your family, yet navigating the complexities of managing your collective assets is becoming more challenging.

We understand the level of sophistication you expect, and have developed the knowledge and best practices needed to help optimize your wealth and integrate outside assets into a holistic wealth management plan.

Above all, we are committed to building longstanding relationships with our clients and their families.

Money, in and of itself, does not always create the skills to manage it effectively. Our mission is to empower you to make informed and confident decisions on any financial challenge you face.

We know how hard you are working to achieve your goals, and will work even harder to ensure your wealth will lead to continued prosperity.

Christopher Toregas, CFP

Managing Director–Wealth Management

Financial Advisor

Chris works closely with corporate executives, business leaders as well as successful individuals in the entertainment industry to help them grow and preserve their wealth, in an effort to achieve financial security. He understands the complexities and pressures they face, and helps them effectively manage their assets as their priorities and goals evolve over time.

Chris learned first-hand the power of investing from his grandfather who worked in the banking industry in Paris, France. As he watched the stock market rise and fall, his grandfather taught him how changes in the economy impacted the markets. He set out to become a financial advisor where he could educate clients about important financial concepts and techniques, helping them navigate the markets, while making a profound impact on the quality of their lives.

As a CFP®, he has a strong understanding of the major pillars that impact wealth, such as company savings plans, tax-efficient strategies, retirement and estate planning. 

Originally from Chevy Chase, MD, Chris now splits his time between Los Angeles and New York City. He is currently engaged to his fiancé Devyn and is excited about their upcoming wedding.

In his free time, he enjoys skiing, golfing, jazz piano, sculpture and traveling to Europe to visit family. He is a member of the charitable organizations The Robin Hood Foundation, Children International and New York Cares.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • Skidmore College, Bachelor of Science in Business

Credentials

  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement planning
Estate planning strategies
Business succession
Alternative investments
Financial planning
Exit planning
Business owners
Corporate executives
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

christopher.toregas@ubs.com,ToregasWealthManagement@ubs.com,stephanie.ellor@ubs.com
Christopher Toregas, CFP
1999 Avenue of the Stars,Los Angeles,CA,90067

Stephanie Ellor

Team Administrator

Stephanie Ellor was born in England and raised on the east coast. She came to California over 15 years ago and graduated from Cal State Dominguez Hills. Prior to her wealth management career, Stephanie served as a corporate flight attendant where she traveled to over 30 countries around the world.

Stephanie is certified by the Professional Association of Diving Instructors and enjoys diving with marine life. In her spare time, she also enjoys hiking and baking.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Education

  • California State University, Dominguez Hills
1999 Avenue of the Stars
36th floor
Los Angeles, CA 90067

Email Me

stephanie.ellor@ubs.com
Stephanie Ellor
1999 Avenue of the Stars,Los Angeles,CA,90067