Knowledge Powered by experience

Peter Allen Andreasen, CFP®, CRPC®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4793
peter.andreasen@ubs.com

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Pete joined UBS in 1999 and focuses on retirement planning. He leverages his wealth management experience to provide financial planning strategies and investment analyses to individuals and businesses. Pete provides clarity and guidance when identifying opportunities that help clients establish and pursue their financial goals. Personalized service is essential to Pete's approach to investment planning, which he executes by following a five-step process that helps clients identify their financial needs and create a plan of action that addresses such needs.

Pete served in the U.S. Navy for over 20 years, most of that time in the F-14 Tomcat community. He earned a B.S. in aeronautical engineering from the U.S. Naval Academy and a M.S. in electrical engineering from the Naval Postgraduate School. He also has an M.B.A. from Nova Southeastern University. Pete is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™. He also holds Series 7, 63 and 65 securities licenses.

Pete and his wife, Steffenie, have two daughters, Amy and Abigail. Outside the office, Pete is actively involved with the Coronado Yacht Club and the USNA Alumni Association. His hobbies include sailing and golf.


Registered States:
AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, MD, ME, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI


Candice J. Gleeson, CFP®, CRPC®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4794
candice.gleeson@ubs.com

Candice focuses on the development and maintenance of prudent investment strategies to help clients pursue their objectives. She has been offering a wide range of financial planning and portfolio management solutions to retirees, corporate executives and affluent families since joining UBS in 1995.

By developing well-thought-out wealth management solutions, Candice can help lead her clients toward greater opportunities. Her disciplined process helps her clients define a vision of their future, making it possible for them to articulate concerns and hopes for their families or businesses. Candice takes a hands-on, holistic approach to wealth management that addresses her clients' current financial situation, interim goals and long-term investment strategies.

Candice keeps her clients abreast of her market views and routinely shares investment insights with them. Clients can expect regular, face-to-face meetings to reexamine their overall strategy to make it current, timely and on target with their goals and objectives.

As a Certified Financial Planner™ certificant, Candice develops comprehensive financial strategies for clients to use as a blueprint for pursuing their targeted goals. In addition, she is a Chartered Retirement Planning Counselor™, which enables her to focus on the pre and post-retirement needs of her clients. Candice is also a licensed life insurance and long-term care insurance agent and holds Series 7 and 63 securities licenses.

Candice attended the University of Southern California in Los Angeles. She and her husband, Terrence, live in Point Loma with their golden retriever, Fergus. Candice enjoys supporting Canine Companions for Independence and the Alzheimer's Association.


Registered States:
AK, AZ, CA, CO, FL, GA, HI, ID, MI, MN, MO, NC, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA


Ryan Alexander Green, CFP®, CRPC®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4703
ryan.green@ubs.com

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Ryan began his career with UBS in 2012 as a trade and processing specialist. He received his B.A in Economics with a minor in business with a finance emphasis from the University of California, San Diego. Ryan strives to provide outstanding client service and is the first point of contact for any administrative needs. Ryan is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™.  He holds series 7 and 66 securities licenses, and is a notary public.  Ryan lives a very active lifestyle and enjoys weight lifting, golfing and all things outdoors.


Registered States:
AZ, CA, FL, HI, MN, MO, NV


Christopher Joseph Schierhorn

Client Service Associate
Chartered Retirement Planning Counselor (CRPC®)
619-557-4702
chris.schierhorn@ubs.com

Chris joined UBS in 2017 as a Client Service Associate after beginning his career in public accounting. Chris spent three years as an auditor for Hein & Associates, and is a certified public accountant.  Chris is originally from Alaska, and attended college at the University of Dallas where he received a B.A. in Business and a M.S. in Accounting, and was also a member of the UD baseball team. Chris works closely with the UBS team to provide excellent client service in an efficient and effective manner, and to ensure all client needs are met.


Registered States:
CA