Irvine, CA Spectrum Center Drive Office

Abraham Azar is a financial advisor with UBS Financial Services in Irvine, CA, holding the Series 66 designation and three years of industry experience. His prior work includes positions at several law firms, including Jeffer Mangels Butler & Mitchell LLP and Dechert LLP. 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 offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans and provides fiduciary financial planning services when engaged.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Peter Tunney is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Tunney served as a board member and treasurer for A Window Between Worlds, a nonprofit providing art therapy to victims of trauma, from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, delivering customized plans based on proprietary research and model-based asset allocations.

Keith Tran is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocation.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 financial plans to clients' goals and risk tolerances.

Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Howard Woo is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Katzaroff is a financial advisor at UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Painewebber Incorporated since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk profiles.

Connor Cole is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. Prior to his advisory role, he was employed at Property Prep and has a background that includes roles at California Lutheran University, Handel's Ice Cream, and Bishop Montgomery High School. 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 investment plans.

Tyler Masukawa is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2017 and previously worked at Capital Group for one year. He holds the Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Karen Dryer 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. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Patricia Bacho is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and UBS Financial Services. Outside of her advisory role, she is employed as an administrative employee at Supan Detailing Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Dana Terry is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he advises his spouse on business decisions related to the manufacturing of green coffee bean powder and oil through a family-owned enterprise. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.