$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Pursuing your goals together
Experience is not just what you know, but what you have done. To our clients, there is no greater truth.
For more than two decades, our team’s unmatched service forms the basis for our long-term relationships. Since 1991, our team has adapted a comprehensive approach. We look at everything, including lifestyle management, risk assessment, portfolio construction, in addition to strategies to protect your future.
It’s a difference our clients and their families notice and appreciate.
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Mark Fasano
Managing Director–Wealth Management
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Jason Krischer, CFP
Senior Vice President–Wealth Management
Financial Advisor
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Shawn Shafer
Senior Vice President–Wealth Management
Financial Advisor
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Ruben Quezada
Senior Client Associate
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Ryan Godliman
Authorized Officer
Senior Wealth Strategy Associate
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Erna Ancheta
Client Associate
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Mark Fasano
Managing Director–Wealth Management
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Jason Krischer, CFP
Senior Vice President–Wealth Management
Financial Advisor
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Shawn Shafer
Senior Vice President–Wealth Management
Financial Advisor
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Ruben Quezada
Senior Client Associate
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Ryan Godliman
Authorized Officer
Senior Wealth Strategy Associate
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Erna Ancheta
Client Associate
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Registered States:
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Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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Registered States:
*
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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Turn possibilities into a plan
House View Monthly
A leading global wealth manager
UBS ElectionWatch
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
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Our global footprint
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UBS is a leading and truly global wealth manager