Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
The UBS advisors named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list are:
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Lori Hamano, CPWA®, CEPA®,
Honolulu, HI – third year on this list -
Panfang “Pam” Fu, CRPS™, CRPC™,
Newport Beach, CA – third year on this list -
Lynne Sebastian,
Newport Beach, CA – sixth year on this list -
Candice Gleeson, CFP®, CRPC™,
Downtown San Diego, CA – third year on this list -
Courtney Liddy, CRPC™,
Downtown San Diego, CA – seventh year on the Top Women Wealth Advisors nationwide list and fourth time on the Top Women Advisors Best-in-State list -
Christina Gustin, CPWA®,
Downtown San Diego, CA – first year on this list -
Natalie Barron, CFP®, CEPA®, CRPS™,
Seal Beach, CA – fourth year on this list -
Lisa Chapman, CFP®,
CIMA ®, CRPS™,Seal Beach, CA – fourth year on this list -
Lindsay Mais, CFP®, CDFA®, FPQP®,
Seal Beach, CA – third year on this list
“We are incredibly proud to see these talented advisors recognized for their achievements and deep commitment to providing clients with personalized, sophisticated advice, and to see so many of them recognized for many years," said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management
Now in her seventh year being named to the Forbes America’s Top Women Wealth Advisors lists (2019-2025), Courtney Liddy is a Managing Director and Private Wealth Advisor based in the firm’s downtown
The ninth annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 100 women with proven track records who manage cumulative assets of roughly
The Forbes’ lists were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
Notes to Editors: Photos available upon request
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Source: UBS Wealth Management