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James Charles Lugannani
Financial Advisor
Advisory and Brokerage Services
  • Corporate Stock Benefit Consultant from CEFS
1 California Street
Twentieth Floor
San Francisco, CA 94111
415-954-5956
415-954-5913 fax
james.lugannani@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.

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

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

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Municipal Spotlight Municipal_Spotlight.pdf (228kb)
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)
News

UBS reports third-quarter 2009 earnings
UBS Appoints Robert J. McCann as Chief Executive Officer, Wealth Management Americas & Member of UBS Group Executive Board

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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