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

email   Connect with me on LinkedIn



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, KS, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, WA


Candice J. Gleeson, CFP®, CRPC®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4794

email



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, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA


Ryan Alexander Green, CFP®, CRPC®

CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4703

email   Connect with me on LinkedIn



For years, Ryan has been earning the trust of our clients with a unified approach to wealth management.  He began his career with UBS in 2012 as an Intern, then took on a trade and processing specialist role, client service associate role, finally transitioning to his current role as a wealth strategy associate.  

 As a member of the Andreasen Gleeson Wealth Management Team, Ryan strives to provide a superior client experience that is based on trust and effective communication. His objective is to find out what issues are important to the client so that way we can properly assist them in achieving their goals.  Our process of formulating , implementing and monitoring financial decisions into an tailored financial plan is what guides individuals and families to achieve their financial success.  There is nothing better that being able to help a client understand and feel confident in their financial future.   His mission is to be a trusted source of information for clients to rely on in times when advice is most needed.

 The credentials that help build confidence

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Series 7 and 66 licenses
  • Life, health and variable annuity licenses
  • B.A. Economics from University of California, San Diego
  • Notary Public


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


Christopher Joseph Schierhorn, CPA, CFP(R), CRPC(R)

Client Service Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
619-557-4702

email   Connect with me on LinkedIn



Chris joined UBS in 2017 after beginning his career in public accounting. Chris spent three years as an auditor for Hein & Associates, during that time he obtain his CPA® license. Chris is also a Certified Financial Planner™ and Chartered Retirement Planning Counselor™. His goal is to provide the highest quality of customer service to all the team's clients. He believes the team's structured approach to financial planning provides an opportunity for our clients to see a clearer picture of their financial future. Chris enjoys serving our clients and providing guidance to any questions that arise. His greatest joy is building a relationship with all of our clients and seeing their life positively impacted from the benefits of a structured and disciplined financial planning strategy.

 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. He enjoys spending his free time hiking and surfing with his wife, Amy.

 The credentials that help build confidence

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • CPA® Licensee
  • Chartered Retirement Planning Counselor (CRPC®)
  • Series 7 and 66 licenses
  • Life, health and variable annuity licenses
  • B.A. Business Administration from University of Dallas
  • M.S. Accounting from University of Dallas
  • Notary Public


Registered States:
AK, CA