Wealth advice that helps inspire confidence

The Valencia Group

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.

Four people meeting in glass office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James Russell Forsyth

    James Forsyth

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    James specializes in the construction of portfolios with emphasis on risk management, tax efficiency analysis, tactical recommendations and customized holdings.

    James joined UBS Financial Services in 2011. Prior to that he was with Morgan Stanley from 1997 through 2011. James was employed by Uniden Valencia, Inc. from 1988 until 1997. He worked there while attending the California State University, Northridge. James graduated with his Bachelor's Degree in Economics.

    James is the Tournament Chair of the Ben Graham Golf Tournament, that benefits the CSUN Men's Golf Team and was the recipient of the Volunteer of the Year awarded by CSUN. James is also a coach at Futbol Foundation of Santa Clarita. Previously, James was a coach at AYSO and US Youth Volleyball League.

    James enjoys mentoring military personnel as they enter the civilian workforce American Corporate Partners "ACP."

    James is the husband to Carrie and father to Luke, Tyler and Josslynn.

          15260 Ventura Blvd
          Suite 1800
          Sherman Oaks, CA 91403
        • Steven Allen Miller

          Steven Miller, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY

          Steve is a Certified Financial Planner practitioner.

          Steve focuses on financial planning to include customized client asset allocation, investment management analysis and goals-based solutions.

          He began his career with UBS Financial Services in 2011.  He came to UBS from Morgan Stanley Smith Barney, where he worked for the previous fourteen years.

          Steve received his Bachelor's degree in Economics at the University of California, Santa Barbara in 1986, followed by his Master's in Business Administration degree from Pepperdine University in 1989.

          Steve is an Assistant Scout Master with the Boy Scouts of America as well as an active volunteer with the Santa Clarita Autism Asperger Network.

          Steve is the husband to Victoria and father to Anthony and Andrew, both of which are Eagle Scouts.

              • Senior Portfolio Manager
              15260 Ventura Blvd
              Suite 1800
              Sherman Oaks, CA 91403
            • Maisy L Lauer

              Maisy L. Lauer

              Client Associate

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                Maisy joined The Valencia Group in April 2022 as a Client Service Associate. Her responsibilities include handling all the daily administrative and operational tasks and helping to create an overall wonderful client experience. Prior to this, was a Client Service Associate for a UBS team based in Columbus, OH for five years. She looks forward to contributing to the success of The Valencia Group. Maisy is on the Board of Directors of the Addiction Recovery Foundation in Columbus and is passionate about bringing awareness to the cause. The youngest of five children, she enjoys spending much of her time with her family, especially her six young nieces. She loves dancing, traveling, cooking, walks with her dog, exploring new restaurants and watching movies.

                      15260 Ventura Blvd
                      Suite 1800
                      Sherman Oaks, CA 91403

                    What did the Fed say?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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