Experience Makes all the difference

The La Jolla Wealth Management Group offers a depth of knowledge and experience which exemplifies our commitment and passion to our practice. We approach each relationship with the highest degree of integrity and confidentiality, a hallmark of the way we do business. Through our Wealth Management Process, we serve as a life-long partner for our clients along the difficult road to continued and future financial success.

 

Luke Maclachlan Ervin

First Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA)
858-947-5981
luke.ervin@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

I oversee the financial affairs for a select group of Business Owners/Entrepreneurs, Corporate Executives, Professionals, and their families in/around the San Diego area.  For over 15 years, I have focused on helping my clients achieve their financial goals using a comprehensive, disciplined, Wealth Management process.

My specialties include:

  • Financial/Retirement Planning
  • Customized Portfolio Management
  • Lending and Insurance strategies
  • Guiding Business Owners/Entrepreneurs through the various stages of their company's lifecycle including Exit Planning, by bringing in resources within UBS and outside trusted advisors in a collaborative effort
  • Equity Compensation Planning for Corporate Executives, including hedging/monetization/lending strategies on Concentrated Stock positions
  • Tailored Wealth Management solutions for Medical/Legal Professionals

Luke's accomplishments and community leadership experience include:

  • Five Star Wealth Managers- 2012
  • Certified Investment Management Analyst
  • Certified Exit Planning Advisor
  • San Diego Tesla Club President
  • American Corporate partners Mentor
  • La Jolla Triangle Rotary Club Board Member
  • Entrepreneurs Organization San Diego Sponsor
  • Appalachian State University- Southern California Chapter President

When I am not working, I enjoy fitness, surfing, and golf. My wife, Greta, and I live in Mission Hills with our loving children, Era & Mac, and our two French Bulldogs, Louie & Teddy. 


Registered States:
AZ, CA, CO, FL, HI, ID, IL, MO, NC, NM, NV, NY, OR, PA, SC, TX, UT, VI, WA


Alyssa Maine

Wealth Planning Associate
Accredited Wealth Management Advisor℠
858-551-9410
alyssa.maine@ubs.com

Alyssa began her career in financial services at LPL Financial on a team that specialized in retirement planning and wealth management. Since joining UBS as a Wealth Planning Associate, Alyssa works closely with clients to pursue their goals through comprehensive planning. She provides guidance in retirement, estate and business planning.

Alyssa is a graduate of Whitman College, where she earned a B.A. in Economics and played collegiate golf. She holds Series 7 and 66 licenses and is an Accredited Wealth Management Advisor.

Outside of the office, Alyssa enjoys reading, yoga, golfing and volunteeringat local organizations in her free time.


Registered States:
AZ, CA


Carolyn Eirich

Senior Client Service Associate
858-947-5968
carolyn.eirich@ubs.com

Carolyn has 20 years of experience in the financial services industry; first at Merrill Lynch and then at UBS. Carolyn is responsible for managing the team's day-to-day operations and is the point of contact to resolve client's issues and requests.  With her extensive knowledge, she is able to help clients navigate life's major transitions such as a marriage, birth of a child or death of a spouse. 

Carolyn holds her Series 7 & and 66 securities licenses.

Outside of the office, Carolyn enjoys gardening, traveling, and spending time with her family on the beach.


Registered States:
AZ, CA