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$3.9 trillion
In invested assets globally
As of 12/31/2022
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
In our role as trusted advisors, we work with clients looking for guidance in organizing and managing their finances. We focus on comprehensive financial planning to help our clients protect, grow, and manage their wealth. With families of our own, we understand the need to provide for loved ones and we are committed to helping you achieve your goals.
UBS is the world's largest wealth manager with over $3.6 Trillion in invested assets and a 150-year history of providing financial advice. This allows us to capitalize on the extensive resources and global reach of UBS while offering our clients the service level and agility of a boutique firm.
CA Insurance License# 4141143
Credentials
Lets connect
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
In our role as trusted advisors, we work with clients looking for guidance in organizing and managing their finances. We focus on comprehensive financial planning to help our clients protect, grow, and manage their wealth. With families of our own, we understand the need to provide for loved ones and we are committed to helping you achieve your goals.
UBS is the world's largest wealth manager with over $3.6 Trillion in invested assets and a 150-year history of providing financial advice. This allows us to capitalize on the extensive resources and global reach of UBS while offering our clients the service level and agility of a boutique firm.
CA Insurance License# 4141143
Credentials
Lets connect
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
More than 150 years
offering financial advice
Global leader
UBS is a world-leading wealth manager
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
