Tailored wealth advice

Professional guidance that helps inspire confidence

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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.

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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.

  • Paul Van Acker - Profile Photo

    Paul Van Acker, CIMA

    Managing Director–Wealth Management

    Certified Investment Management Analyst

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • LA
    • MI
    • MN
    • MT
    • NC
    • NE
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    With over 25 years of experience, Paul is the senior partner of the Van Acker Financial Group and a UBS Managing Director.  Paul has earned the designation of Senior Portfolio Manager, a program in which the client delegates full discretionary management authority to Paul, as Senior Portfolio Manager Paul oversees several customized equity, exchange traded funds, and institutional mutual fund models.  He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients. He holds the Certified Investment Management Analyst® designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. As Senior Portfolio Manager, Paul focuses on 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 maintains his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.

    Paul received his B.S. in business administration from the University of San Diego. He lives in Camarillo, California with his wife and son. Paul is an avid golfer, pickle ball player and fisherman. He is also active in his community as a member of his Rotary Club and is an active participant in their charitable efforts.

    California Insurance License #0C59842

        • Certified Investment Management Analyst
        3011 Townsgate Road
        Suite 300, 3rd Floor
        Westlake Village, CA 91361
        paul.vanacker@ubs.com
        Paul Van Acker, CIMA
        3011 Townsgate Road,Westlake Village,CA,91361
      • Susana Estrada - Profile Photo

        Susana Estrada

        Client Associate

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          With over 36 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
                susana.estrada@ubs.com
                Susana Estrada
                3011 Townsgate Road,Westlake Village,CA,91361
              • Sylvia Rodriguez Flores - Profile Photo

                Sylvia Flores

                Senior Registered Client Associate

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                • AZ
                • CA
                • CO
                • CT
                • FL
                • HI
                • ID
                • IL
                • LA
                • MI
                • MN
                • MT
                • NC
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI

                Sylvia joins our team with 40 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
                      sylvia.flores@ubs.com
                      Sylvia Flores
                      3011 Townsgate Road,Westlake Village,CA,91361

                    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.

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                    Planning for a changing tax landscape

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                    Maximize your potential wealth

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                    A plan to simplify your financial life

                    Two brothers. One inheritance.

                    How will their story unfold?

                    Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                    If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $7 trn

                    UBS Group invested assets
                    As of 12/31/2025

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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