Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Cori A

Series 66

Bakersfield, CA

UBS Financial Services

Cori Ash is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Based in Bakersfield, CA, she provides advisory services through one of the largest firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Ira S. C

Series 66

Bakersfield, CA

UBS Financial Services

Ira S. Cohen is a financial advisor with UBS Financial Services in Bakersfield, CA, holding a Series 66 designation and having 45 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to develop customized financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jason C

Series 63, Series 65

Bakersfield, CA

UBS Financial Services

Jason Cohen is a financial advisor with UBS Financial Services in Bakersfield, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with UBS since 2007 and operates a separate business, Ira S. Cohen, since 2000. Outside of his advisory work, Cohen serves as a trustee for the Bakersfield Memorial Hospital Foundation and has been involved with the Kern Community Foundation as a board member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management, supported by proprietary research and a broad platform of capital markets and advisory services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Shane B

CFP®, Series 66

Bakersfield, CA

UBS Financial Services

Shane Bryan is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2022. His prior roles include positions at ValMark Advisers, Inc. and Valmark Securities, Inc., where he worked for five years, as well as at Independent Financial Group. Bryan serves on the board of directors for the Boys and Girls Club of Kern County, a nonprofit organization. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Petar R

Series 66

Bakersfield, CA

UBS Financial Services

Petar Repar is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2015, following a decade in education prior to his advisory career. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Romany P

Series 66

Bakersfield, CA

UBS Financial Services

Romany Pinto De La Paz is a financial advisor at UBS Financial Services with five years of industry experience. They hold a Series 66 designation and have worked at UBS since 2018. Prior to joining UBS, Romany held roles at the Kern County Administrative Office and has experience outside finance, including working at El Jacalito Mexican Restaurant. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and offers a broad range of capital markets services supported by proprietary research and institutional trading capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Christopher M

Series 66

Bakersfield, CA

UBS Financial Services

Christopher Mcgehee is a financial advisor with UBS Financial Services in Bakersfield, CA. He holds the Series 66 designation and has 19 years of industry experience, including 13 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")