Tailored wealth advice

Professional guidance that helps inspire confidence

The Van Acker Financial Group - Team Photo

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Get started on your financial plan

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.

David Joseph Van Acker, CFP

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
A 41-year veteran of the financial services industry, 39 with UBS or its predecessor firms, David specializes in comprehensive financial planning, asset allocation and retirement planning. By providing a well-defined wealth management process, he and his team deliver custom portfolios tailored to each client’s specific needs and goals. A Certified Financial Planner™ professional, David takes great care gathering client information so he can prepare and implement a plan for "the long haul" that adjusts to life events. David has been a member of the firm’s Chairman’s Council for 29 years and the even more elite Chairman’s Inner Circle for 24 years. David was appointed to the Financial Advisor Advisory Council (FAAC), a 14-member team of advisors who provide leadership and counsel to the highest levels of management at UBS, as co-chair of the FAAC Intellectual Capital and Solutions Committee.

David served in the U.S. Navy during the Vietnam War and after being honorably discharged, he began his career in the grocery industry, holding various leadership roles and displaying an acute attention to detail. He consistently puts his clients first and is proud to have so many long-term clients who consider him to be a trusted family advisor. David is a big supporter of the YMCA and St. Jude Children’s Hospital.

California Insurance License #0A53475

In the media:
- Financial Times - "Financial Advisors explore exotic options" (March 2014)
- Wall Street Journal - "Making it a Family Business" (June 2013)
- Forbes Best-in-State Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER™
3011 Townsgate Road
Suite 300
Westlake Village, CA 91361
Paul Van Acker, CIMA

Senior Vice President

Certified Investment Management Analyst®
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
With over 24 years of experience with UBS, Paul’s areas of focus include financial planning, investment research, portfolio construction and management, asset allocation and retirement planning. Paul provides a disciplined planning process that helps create a blueprint for clients based on their specific and unique goals. He prides himself on offering clients the highest level of service and a proactive investment approach. Paul has earned the designation of Senior Portfolio Manager, a program in which the client delegates full discretionary management authority to Paul. He has also attained the company’s prestigious Wealth Advisor designation.

Paul earned a B.S. in business administration from the University of San Diego and a Certified Investment Management Analyst^SM (CIMA®) certification from UC Berkeley. He is actively involved with the YMCA and the Investment Management Consultants Association (IMCA).

California Insurance License #0C59842
- The University of San Diego, B.S. in business administration
- Certified Investment Management Analyst®
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Susana Estrada

Client Associate
View bio
With over 34 years experience in the financial services industry, Susie’s banking background and fluency in Spanish adds depth to our team. Susie is our Senior Client Service Associate who provides the administrative structure for the team, overseeing everything service-related. She is an operational guru in the branch, serving as a coach to other Client Service Associates. Susie is the epitome of "service with a smile," and consistently provides the highest level of service to our clients and team.
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Sylvia Rodriguez Flores

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- FL
- IA
- IL
- LA
- MA
- MI
- MN
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
Sylvia joins our team with 36 years of experience in the financial services industry. She started her career at an entry level position and advanced and held various management roles. With a focus in operations she mentored her peers and was recognized for her efforts. Sylvia takes pride in delivering exceptional customer service and is fluent in Spanish. We welcome Sylvia to our team. With her background and knowledge she will be integral to providing the highest level of client service. Sylvia recently earned her title of Senior Registered Client Service Associate by passing her Series 7 and 66 exams.
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Thomas Flores

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- IA
- IL
- LA
- MA
- MI
- MN
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
Thomas Flores is the newest member of the Van Acker Group and was recently promoted to Wealth Strategy Associate. Thomas earned his Bachelor of Arts Degree from San Diego State University and currently holds his Series 7 and 66. Prior to joining the Van Acker Group, he was the Branch Technology Liaison working to ensure technology was running smoothly and assisting in the implementation of new systems for the entire branch. These skills and his attention to detail add even more value to an already very well established and complete team in the industry. Thomas now has his ambitions set on attaining his Certified Financial Planning designation. This will eventually allow him to become sophisticated in financial and retirement planning for years to come. Thomas will help us continue to deliver the very best client experience and we are excited to have him join our group.
- San Diego State University , B.A. : 2014 - 2019
- UCLA Extension, Personal Financial Planning: 2021 - 2022
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361

David Joseph Van Acker, CFP

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
A 41-year veteran of the financial services industry, 39 with UBS or its predecessor firms, David specializes in comprehensive financial planning, asset allocation and retirement planning. By providing a well-defined wealth management process, he and his team deliver custom portfolios tailored to each client’s specific needs and goals. A Certified Financial Planner™ professional, David takes great care gathering client information so he can prepare and implement a plan for "the long haul" that adjusts to life events. David has been a member of the firm’s Chairman’s Council for 29 years and the even more elite Chairman’s Inner Circle for 24 years. David was appointed to the Financial Advisor Advisory Council (FAAC), a 14-member team of advisors who provide leadership and counsel to the highest levels of management at UBS, as co-chair of the FAAC Intellectual Capital and Solutions Committee.

David served in the U.S. Navy during the Vietnam War and after being honorably discharged, he began his career in the grocery industry, holding various leadership roles and displaying an acute attention to detail. He consistently puts his clients first and is proud to have so many long-term clients who consider him to be a trusted family advisor. David is a big supporter of the YMCA and St. Jude Children’s Hospital.

California Insurance License #0A53475

In the media:
- Financial Times - "Financial Advisors explore exotic options" (March 2014)
- Wall Street Journal - "Making it a Family Business" (June 2013)
- Forbes Best-in-State Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER™
3011 Townsgate Road
Suite 300
Westlake Village, CA 91361
Paul Van Acker, CIMA

Senior Vice President

Certified Investment Management Analyst®
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- MA
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
- WY
With over 24 years of experience with UBS, Paul’s areas of focus include financial planning, investment research, portfolio construction and management, asset allocation and retirement planning. Paul provides a disciplined planning process that helps create a blueprint for clients based on their specific and unique goals. He prides himself on offering clients the highest level of service and a proactive investment approach. Paul has earned the designation of Senior Portfolio Manager, a program in which the client delegates full discretionary management authority to Paul. He has also attained the company’s prestigious Wealth Advisor designation.

Paul earned a B.S. in business administration from the University of San Diego and a Certified Investment Management Analyst^SM (CIMA®) certification from UC Berkeley. He is actively involved with the YMCA and the Investment Management Consultants Association (IMCA).

California Insurance License #0C59842
- The University of San Diego, B.S. in business administration
- Certified Investment Management Analyst®
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Susana Estrada

Client Associate
View bio
With over 34 years experience in the financial services industry, Susie’s banking background and fluency in Spanish adds depth to our team. Susie is our Senior Client Service Associate who provides the administrative structure for the team, overseeing everything service-related. She is an operational guru in the branch, serving as a coach to other Client Service Associates. Susie is the epitome of "service with a smile," and consistently provides the highest level of service to our clients and team.
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Sylvia Rodriguez Flores

Client Associate Senior
View bio
- AZ
- CA
- CO
- CT
- FL
- IA
- IL
- LA
- MA
- MI
- MN
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
Sylvia joins our team with 36 years of experience in the financial services industry. She started her career at an entry level position and advanced and held various management roles. With a focus in operations she mentored her peers and was recognized for her efforts. Sylvia takes pride in delivering exceptional customer service and is fluent in Spanish. We welcome Sylvia to our team. With her background and knowledge she will be integral to providing the highest level of client service. Sylvia recently earned her title of Senior Registered Client Service Associate by passing her Series 7 and 66 exams.
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
Thomas Flores

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- FL
- IA
- IL
- LA
- MA
- MI
- MN
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- UT
- VA
- WA
- WI
Thomas Flores is the newest member of the Van Acker Group and was recently promoted to Wealth Strategy Associate. Thomas earned his Bachelor of Arts Degree from San Diego State University and currently holds his Series 7 and 66. Prior to joining the Van Acker Group, he was the Branch Technology Liaison working to ensure technology was running smoothly and assisting in the implementation of new systems for the entire branch. These skills and his attention to detail add even more value to an already very well established and complete team in the industry. Thomas now has his ambitions set on attaining his Certified Financial Planning designation. This will eventually allow him to become sophisticated in financial and retirement planning for years to come. Thomas will help us continue to deliver the very best client experience and we are excited to have him join our group.
- San Diego State University , B.A. : 2014 - 2019
- UCLA Extension, Personal Financial Planning: 2021 - 2022
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361

135

Collective years of experience

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

A focus on personalized access and service

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.

A team approach

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Investment management

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

Global Equity Research

Institutional Investor, 2021 Global Rankings

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Tailored wealth advice

Pursuing your goals together

David Joseph Van Acker, CFP

Paul Van Acker, CIMA

Susana Estrada

Sylvia Rodriguez Flores

Thomas Flores