Michael works with families of significant wealth and select CPA firms in an integrated fashion; focusing on helping them develop stronger, more productive, more valuable, more profitable relationships, with their very best clients.

The team focuses on providing Certified Public Accountants, as well as multi-generational families, a virtual on-demand back office experience in all aspects of designing, analyzing and illustrating complex, inter-related life situations. His objective as a financial professional, working through—not around the CPA is to provide thoughtful advice regarding any financial issues that may arise. CPAs and clients appreciate the fact that the work is in the relationship, not the relationship is in the work. With accessibility to the expansive resources within UBS, as well as third parties industry-wide, his team is not only well-positioned to provide objective, unbiased advice, but to directly access and execute solutions with efficiency and ease.

Michael began his wealth management career in 1986, all with UBS at the La Jolla office. He is one of a select number of UBS Financial Advisors who have earned the designation of Wealth Advisor.

Prior to starting his career in wealth management, Michael invested five years with Xerox Corporation as an account representative relationship manager, building trust that traveled vertically in all account relationships.

Michael earned his B.S. in business administration from California State University Fullerton College of Business and Economics. He holds the Series 7 and 65 securities licenses as well as a life insurance and long term care license.

Outside of the office, Michael supports the Move-Your-Feet-Before-You-Eat Foundation and the National MS Society in San Diego County. He lives in Carlsbad with his wife, two children and three dogs.

Professional Experience

UBS Financial Services Inc.
Vice President–Wealth Management
La Jolla, California
March 1986 - Present

Accomplishments

• UBS Wealth Advisor Program Certificant
• UBS PaineWebber Equity Institute Graduate

Education

• BA, Business Administration, California State University - Fullerton - College of Business and Economics

Licenses

• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• State of California, Life, Variable Life and Long-Term Care Insurance Licensed (#0A34576)
• Series 63, Uniform Securities State Agent

Registered States:
AK, AZ, CA, CO, DE, FL, ID, KS, MD, MN, NC, RI, SC, TN, TX, UT, WA

Hakim has been with the UBS San Diego Market operations department since 2018. Hakim recently joined the team to assist in various projects and find efficient solutions for our clients. Hakim graduated from San Diego State University with a Bachelor of Arts degree in Economics and is currently pursuing a dual accreditation for the CFP Certification and Master of Science Degree in Personal Financial Planning from the College for Financial Planning. Hakim has been serving as a Lifeguard/EMT & CPR Instructor with the San Diego Fire & Rescue Department since 2012. Hakim holds his Series 7 general securities representative license, Series 66 investment advisor representative license, and is preparing to sit for his California Life & Health Insurance exam. Hakim enjoys paying it forward and is currently a board member of the Fostering Opportunities Scholarships program, a participant/volunteer with Just in Time for Former Foster Youth and a member of Rotary International. He also enjoys spending time outdoors and traveling with his wife, friends and Belgian Malinois puppy.

Registered States:
CA