Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
“We are proud to see these talented teams recognized for their dedication to meeting the needs of their clients,” says Justin Frame, Pacific Desert Market Executive, UBS Wealth Management
The teams, and where they rank in the state lists, are:
- The Megorden Group (#4): Matthew Megorden, Todd Iacovelli
- Hawaii Ascendant Wealth Consultants (#8): Dan Shiu, John Miyamasu, Jenny Do
- The Hamano Yoneshige Team (#16): Kyle Yoneshige, Lori Hamano
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Newport Legacy Wealth Management (#2),
Newport Beach : Marc Foster, Brian Gooding, Blake Foster -
Porter, Axelson, Bremner (#3),
Newport Beach : Barry Porter, James Axelson, Timothy Bremner -
Price Group (#5),
Irvine : Christopher R. Price, Dana B. Terry, Justin Equitz, Cameron J. Price, Timothy Marshall -
CBM Wealth Management (#7),
Seal Beach : Lisa Chapman, Natalie Barron, Lindsay Mais -
Signature Legacy Wealth Advisors (#20),
Newport Beach : Thomas Podmajersky, Nicholas Villasenor, Tyler B. Smith, Daniel Stevens -
Newport Center Wealth Management (#25),
Newport Beach : James C. Riley, Adam Koyanagi, Dean Riley, Travis Smith, Steven Smith -
The Pacific Financial Group (#41),
Newport Beach : Michael Miremadi, Christopher Heintz, Sam Davidson - The Ling Group (#107), Brea: Evan Ling, Benjamin Ling, Felix Ling
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Weber Financial Group (#19),
Newport Beach : Steven Weber, Christopher Weber -
Spyglass Hill Advisors (#25),
Newport Beach : Thomas Nieto, David Levine, Frederick Grand, Tim Thatcher, John Hurford -
The Pitzak Group (#29),
Newport Beach : Chris Pitzak, Reid Chase
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Aligned Wealth Partners (#61),
Indian Wells : Thomas Flanagan, James K. Bruner, Patrick Lizza, Cody Finley
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Mosaic Investment Consulting Group (#9),
San Diego , International Division: Douglas E. Kincart, Xavier Ortiz-Mena, Carlos F. Alonso, Darin Beeghley, Mario A. Rosas -
The Thompson Wealth Management Group (#12),
San Diego : Earl Thompson, Bryan Thompson, Scott Hollaender -
Highlands Wealth Management (#18),
San Diego : Thomas McMullen, Piet Aldrich, Benjamin Nussbaum, Nicholas Pavle -
RKG Wealth Management (#22),
San Diego : Andy Ratner, Tom Krumenacker, Christina Gustin -
Prospect Wealth Partners (#29),
La Jolla : Frank Baldwin, Brian Donaldson, Alex Howell -
San Diego Wealth Management (#59),
San Diego : Jeffrey Adams, Brian Young, Judith Seaver -
SGM Wealth Management (#60),
La Jolla : Glenn Sage, Scott Sugarman, Michael Tusan, Trevor Howard -
Andreasen Gleeson Wealth Management (#76),
San Diego : Peter Andreasen, Candice Gleeson, Ryan Green, Chris Schierhorn -
Dawson Wealth Management Group (#98),
San Diego : Edward L. Dawson, Patty Bribiesca, Adrianne Hoy
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Paradigm Group (#5),
La Jolla : Braydon Hamilton, Stephen LaFata, Colin Parker -
Coastal Advisors (#18),
La Jolla : Dan Gallagher, Blair Cannon, Chris Marsh, Dustin C. Rief -
Continuum Wealth Advisors (#24),
La Jolla : Chris Radici, Andrew Galewski, Brian Maienschein
The third annual Forbes/SHOOK Best-In-State Wealth Management Teams lists feature more than 5,300 teams with cumulative assets of
For the full list and methodology, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors: Photos available upon request
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Source: UBS Wealth Management