Achieving your goals It starts with insightful advice

Kathleen A. Burns, CFP®, CPRC®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor

phone

626-405-8251
800-451-3954



phone

855-203-6445







address

200 S. Los Robles Ave
Suite 600
Pasadena, CA 91101



As a Wealth Advisor, I’ve never been more committed to help provide comprehensive wealth management to help my clients pursue what matters most. Wealth management is about more than just helping you manage your money, it’s about helping you uncover what’s most important in your life, prioritizing competing goals, offering guidance and creating the plan that leads to the life and legacy you’ve always imagined.

Talk to me about how I can leverage my experience—and draw on the global resources of UBS—to help you pursue everything that’s important to you.



Insights

Using debt to achieve wealth planning

Using debt for wealth planning

Download the UBS Mobile Banking app

Download the UBS Mobile Banking app