My Biography



Professional Experience

  • UBS Financial Services Inc.  - Vice President - Investments
    Carmel, CA  - December 1979  - Present
  • National Produce Company  - Vice President Finance
    Salinas, CA  - January 1970  - December 1979

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • B.S. Economics & Transportation, State University New York Maritime College, 1961
  • M.B.A. Accounting and Finance, University of Pennsylvania's Wharton School of Finance and Commerce, 1965

Licenses

  • Life, Variable Life Insurance and Variable Annuities Licensed: AZ, MA
  • State of California, Life, Health, Long-Term Care Insurance, Fixed and Variable Annuities (#0A04661)
  • Series 3, 7, 63, 65

Personal & Community

  • Past President and Director, Corral de Tierra Rotary
  • Chairman, Monterey County Wine and Food Festival
  • Boy Scout Leader, Merit Badge Counselor
  • Institutional Advancement Board, Palma High School
  • Planned Giving Advisory Council, California State University Monterey Bay

Registered States:
AZ, CA, CO, FL, HI, IL, MD, MI, MN, NJ, NM, NY, OR, TX, WA


Leonard J. Anable, CFP®
Vice President – Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)

200 Clock Tower Place
Suite C-100
Carmel, CA 93923
831-626-2313
800-937-2400
831-626-2300 fax
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