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Rodeo Wealth Management Group
Rodeo Wealth Management Group
310-281-3807
310-281-3808
310-281-3811 fax
Send us an e-mail: RodeoWMG@ubs.com
Team Members:
Sean R. O'Donnell, AAMS
Senior Vice President - Investments
Advisory and Brokerage Services
sean.odonnell@ubs.com

Andrew Archer
Registered Client Service Associate
andrew.s.archer@ubs.com

Kenneth "Ken" Josefsberg
Senior Vice President - Investments
Advisory and Brokerage Services
ken.josefsberg@ubs.com

Danielle Barrios
Registered Client Service Associate
danielle.barrios@ubs.com

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones we bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, we will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be and your risk tolerance for getting there. This understanding, combined with our knowledge, will help us effectively work together toward your goals for today and in the future. 

Learn about Our Team
Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

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

Our Perspective
The Strength of UBS strength_ubs.pdf (247kb)
Market Outlook Our_Market_Outlook.pdf (421kb)
Municipal Spotlight Municipal_Spotlight.pdf (228kb)
Financial Goal Analysis Brochure financial_goal_analysis.pdf (234kb)
The Benefits of Asset Allocation and Rebalancing Benefits_ofAssetAllocation_Rebalancing.pdf (75kb)
Planning for Generations Brochure Planning_for_Generations_Through_Trusts.pdf (564kb)
Investment Strategy Guide investment_strategy_guide.pdf (632kb)
Financial Goal Analysis Login
News
UBS reports a second-quarter 2010 earnings
UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors
Spotlight Articles
Market Outlook: After the rally: What's next? (351kb)
Information you should know about 2010 estate taxes (143kb)
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