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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.  

Grant Gochin
Grant "Arthur" Gochin
Vice President - Investments
Advisory and Brokerage Services
  • Wealth Advisor
15821 Ventura Blvd
Suite 670
Encino, CA 91436
818-377-8816
866-827-GLBT
818-377-8803 fax
grant.gochin@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Daily Guide daily_guide.pdf (121kb)
Retirement Goal Checkup Questionnaire Retirement_Workbook.pdf (984kb)
Financial Goal Analysis financial_goal_analysis.pdf (234kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
Using Modern Portfolio Theory to Implement Strategic Asset Allocation MPT_toImplement_Strategic_Asset_Allocation.pdf (61kb)
Key Considerations for Protecting Your Family's Future and Transferring Your Wealth estate_plan.pdf (307kb)
Transferring Wealth With Private Annuities TransferringWealthWithPrivateAnnuities.pdf (108kb)
Establishing a Private Foundation EstablishingaPrivateFoundation.pdf (62kb)
Investor's Guide Investors_Guide.pdf (757kb)
News

Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations

Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you

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