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Craig A. Diamond
Craig A. Diamond, CIMAź
Vice President - Investments
  • Certified Investment Management Analyst (CIMAź)
  • Wealth Advisor
15821 Ventura Blvd
Suite 670
Encino, CA 91436
818-377-8887
craig.diamond@ubs.com

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it's planning your retirement, funding a child's education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon UBS's extensive global resources and capabilities, I can help you address all aspects of your financial life. My investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. I believe it is more productive to strive for consistent, average returns than to try to time the market.

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
IRA opportunities at UBS _4_IRAs_At_a_Glance.pdf (2331kb)
Fixed Income Review Fixed_Income_Circular.pdf (392kb)
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