Business
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU, May 28, 2025--Financial advisors based in Southern California and Hawaii markets were named to the Forbes Best-In-State Wealth Advisors for 2025.
About this update from Ubs Group Ag
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1222,"height":442,"url":"https://media.zenfs.com/en/business-wire.com/4c66838c7d4b5c1f32a898b640104083"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/V.0EPPTkrTZX7bMUy6ECTA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM0NztjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/4c66838c7d4b5c1f32a898b640104083","width":960,"height":347},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/YO9ixUBMx_xPXvGnl4goiA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD04Njg7Y2Y9d2VicA--/https://media.zenfs.com/en/business-wire.com/4c66838c7d4b5c1f32a898b640104083","width":1200,"height":434}},"lazy":false},{"type":"text","content":"SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU, May 28, 2025--(BUSINESS WIRE)--UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS’s Orange County offices; 17 are from San Diego County area offices; one is in Riverside, and three are in Honolulu.","length":463,"tagName":"p"},{"type":"text","content":"Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.","length":164,"tagName":"p"},{"type":"text","content":""These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management," says Justin Frame, Pacific Desert Market Head at UBS. "Our Pacific Desert advisors are committed to helping clients achieve their financial goals by providing comprehensive wealth management solutions and best-in-class service. I applaud them for this terrific achievement."","length":447,"tagName":"p"},{"type":"text","content":"The Southern California and Hawaii UBS advisors named to the list are:","length":70,"tagName":"p"},{"type":"text","content":"Honolulu:Lori Hamano Matthew Megorden Dan Shiu","length":49,"tagName":"p"},{"type":"text","content":"Orange County, CA:Sasha Kottmeier, IrvineChris Price, IrvineJames Chiate, IrvineTony Guinane, IrvineMark Binder, Newport BeachDavid Levine, Newport BeachChris...