Experience Makes all the difference

The Meniktas Wealth Management Group is a second generation financial advisory practice. John Meniktas started the practice at Merrill Lynch Oakland office in 1955 and sons Dean and Michael joined him in 1994 and 1999 respectively each having professional careers in the finance, project management and real estate industries.

The Group has over 65 years of combined experience in financial services industry. In addition to investment expertise, the Group has extensive experience in retirement planning and legacy planning techniques to pass increased wealth to our client's future generations and chosen charities.

In addition to advanced industry certifications, in 2007 the Meniktas Group earned the distinction of "Financial Advisors of the Future" placing them in the top 3% of Merrill Lynch Financial Advisors nationwide. This recognition was based upon their client investment performance, client satisfaction, client retention and overall asset growth. While at UBS, the Group has also been recognized as one of the "Top Wealth Advisors in the Greater Bay Area" by the National Association of Board Certified Advisory Practices (NABCAP), a national non-profit organization. The Group has been with UBS Walnut Creek office since February 2008.

Dean J. Meniktas, CIMA®

Senior Vice President - Wealth Management
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925-746-0285

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A financial advisor since 1994, Dean holds a MBA in Finance and BS in Civil Engineering from the University of California Berkeley. Prior to joining UBS, he was a Senior V.P. of Investments with Merrill Lynch in Oakland.  He holds the designation of Certified Investment Management Analyst,(CIMA®) following course work and examination at the Wharton School of Business.  He also holds the UBS designation of "Wealth Advisor" representing UBS certification to address complex client needs with a comprehensive array of wealth management services.  He is a member of  the Investment Management Consultant Association and serves on the Board of Directors of local non-profit, Save the Bay.  Dean enjoys windsurfing, golf and vintage Porsche car collecting.   He resides in Moraga with his wife and three daughters.


Registered States:
AZ, CA, CO, DE, GA, HI, KS, MA, MI, MO, MS, NY, OH, OR, SD, TX, UT, VA, WA

Michael J. Meniktas, CRPC, AAMS

Accredited Asset Management Specialist (AAMS)
Chartered Retirement Planning Counselor (CRPC®)
925-746-0287

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A financial advisor since 1999 and prior to joining UBS, Michael was an Assistant Vice President with Merrill Lynch in Oakland.  Previously, a career of 15 years in the commercial real estate industry, he owned and operated a property management firm.  Michael holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC) designations and a Bachelor of Science Degree in Business Administration from San Diego State University.  He is a long time member of Rotary International  - Oakland Chapter #3, enjoys fly fishing and vintage watch collecting and currently is on the Board of Directors of the Hog Island Oyster Company.  He resides in San Francisco with his wife and daughter.


Registered States:
AZ, CA, CO, DE, GA, HI, KS, MA, MI, MO, MS, NY, OH, OR, SD, UT, VA, WA

Elaine M. Peluso

Authorized Officer
Senior Client Service Associate
925-746-0218

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Elaine is a Senior Registered Client Service Associate and has been with UBS Financial Services for over 26 years. Elaine brings a tremendous range of financial and investment experience managing The Meniktas Group's operational responsibilities. She prides herself in providing "best in class" in customer service to our clients. Elaine, born in Phoenix, moved to the Central Valley 32 years ago and is the wife of Michael Peluso and proud mother of Mathew and Ryan.