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Robert J. Simon
Senior Vice President - Investments
1 California Street
Twentieth Floor
San Francisco, CA 94111
415-954-5965
415-269-2852
415-954-6762 fax
bob.simon@ubs.com

In today’s challenging marketplace, one thing that remains constant is having investment goals. Whether it’s planning for retirement, a child’s education or the start of a new business, your commitment to those goals is unwavering.

As a UBS Financial Advisor, another thing that remains constant is my commitment to understand your needs and goals and proactively provide appropriate solutions. I will keep you informed and monitor and update strategies to respond to ever-changing markets and your evolving needs. That is the UBS Client Experience.

Investment Insights
My Perspective
Your Estate Plan estate_plan.pdf (307kb)
Managing Your Wealth With a Family Office ManagingYourWealthWithaFamilyOffice.pdf (72kb)
Establishing a Private Foundation BestPracticesforPrivateFoundationSuccess.pdf (153kb)
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf (295kb)
Fixed Income Circular Fixed_Income_Circular.pdf (172kb)
Financial Goal Analysis Login
Corporate Profile CorporateProfile.pdf (370kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
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