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Tyler W

Series 66

San Diego, CA

UBS Financial Services

Tyler Webb is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in San Diego, CA. His prior experience includes roles at Lucia Capital Group and involvement in Webb Construction. 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 employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management 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
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Jason K

Series 66, Series 63

San Diego, CA

UBS Financial Services

Jason Kaimer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at First Republic Securities Company LLC and First Republic Bank for over two decades. He is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines 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
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Diwani B

Series 66

San Diego, CA

UBS Financial Services

Diwani Biglang Awa is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she owns and operates Brixton Interiors LLC, a residential interior design and home décor business, and Tiny Baubles LLC, a handmade jewelry retail venture. She also serves on the executive board of Alamosa Park Elementary PTA as an auditor and communications coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored 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
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Clark L

Series 63, Series 66

San Diego, CA

UBS Financial Services

Clark Lacerda is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines 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
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Christopher P

Series 66

San Diego, CA

UBS Financial Services

Christopher Pennington is a Series 66-registered financial advisor with UBS Financial Services in San Diego, CA, and has 26 years of industry experience. He previously worked at Morgan Stanley from 2001 to 2008 before joining UBS in 2013. Outside of his advisory work, Pennington is an officer of Pennington's Inc. Auto Sales and Leasing, a family-owned business, and is involved as a partner in PMR Holdings LLC, which invests in real estate, hotels, and rentals. 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 uses proprietary research and model-based asset allocations to tailor plans and delivers both fiduciary financial planning and capital markets services.

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

Series 66

San Diego, CA

UBS Financial Services

Grant Kane is a financial advisor at UBS Financial Services with Series 66 credentials and has been in the industry since 2025. Prior to joining UBS, his background includes a period as a student and brief unemployment. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

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

Series 63, Series 65

San Diego, CA

UBS Financial Services

John Willis is a financial advisor with UBS Financial Services in San Diego, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.

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