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Curtis L. Rach
Curtis L. Rach
First Vice President - Investments
20 Pacifica
Suite 1500
Irvine, CA 92618
949-453-5109
800-809-7198
949-453-5200 fax
curtis.rach@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Investment Insights
My Perspective
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
Municipal Spotlight Municipal_Spotlight.pdf (615kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
Distribution options from employer retirement plans Retire_Plan_Distributions_Circular.pdf (105kb)
Cashin's Comments cashin_comments.pdf (108kb)
Investment Strategy Guide investment_strategy_guide.pdf (1431kb)
Top 25 Stocks top_stocks.pdf (278kb)
Financial Goal Analysis Login
Corporate Profile CorporateProfile.pdf (370kb)
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