Experience

Makes all the difference

Advice. Beyond investing.

The Valencia Group at UBS offers a unique opportunity for select successful families to develop a road map to achieve their dreams.  We offer the skills obtained from over 40 years of combined experience, bringing peace of mind to the financial planning process in a family room environment. As our client, you have a partner on your journey to reaching your goals.  We provide the high level of service of a boutique firm with the access of a global financial services firm.  Quite simply, we offer Advice. Beyond Investing.

James Forsyth

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
15260 Ventura Blvd
Suite 1800
Sherman Oaks, CA 91403

Email Me

Steven Miller, CFP

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Credentials

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

Email Me

Maisy L. Lauer

Client Associate

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

Email Me