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Wynne I

Senior Vice President–Wealth Management

Wynne is a graduate of the University of Southern California with a Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA), having received her CPA certificate in 1987. The combination of Wynne’s experience as a financial advisor, her educational background and her CPA designation makes her uniquely qualified to serve the diverse needs of both her international and domestic clientele.

Since 1994, when she started in the industry, Wynne’s focus has been primarily on family wealth management. In particular, Wynne specializes in wealth planning strategies, asset management, estate planning, retirement planning and risk management. With her extensive experience in accounting and tax planning, Wynne effectively designs trust strategies for the multi-generational planning requirements of her high net worth clients. This comprehensive approach begins with a unique and customized financial plan for each client.

CA Insurance License No. 0B47612

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IA
  • ID
  • IL
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA), University of Southern California

Credentials

  • Portfolio Manager
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8245

Email Me

Wynne I is also part of:
The Wynne Group

Focus on liquidity management

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

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