Insight-based advice

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.

Closed meeting

William Andrew "Bill" Risberg Jr., CFP

Senior Vice President–Wealth Management

Financial Advisor

Bill has more than 30 years of financial services experience. He focuses on long-term financial issues that clients face including investments, estate planning, insurance, and asset allocation. He works with all types of individual investors as well as small business owners. Bill believes it is imperative to outline ones' goals and objectives, implement a plan to pursue these goals, and, more importantly, to periodically review the progress related to these goals and make adjustments as needed. Bill is a CERTIFIED FINANCIAL PLANNER™ with an MBA in Finance from Rutgers University.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NY
  • OK
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI

Education

  • M.B.A., Rutgers University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
109 North Avenue
2nd Floor
Westfield, NJ 07090
  • (908) 789-3180

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights