Michael is a lifetime resident of California living in Newport Coast. He joined UBS in 2017 as a Financial Advisor after more than 20 years at Merrill Lynch. Michael earned his Bachelor’s Degree in economics from UCLA. Michael holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health insurance license.

Registered States:
AZ, CA, CO, CT, FL, IN, MI, MN, MO, ND, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

Chris joined UBS as a Financial Advisor in 2017 after more than five years at Merrill Lynch. Chris joined the industry following his retirement from a five-year career playing professional golf. During his tenure as a professional, he competed on a number of different tours and in many prestigious tournaments across the country. Also a graduate of UCLA, he received his degree in history while playing golf for the Bruins as a four-year letter winner. As a collegian, Chris epitomized the term “student-athlete”, earning the All Pac-10 Conference, All Western Region, and Academic All-American honors while serving as the team’s Captain. Chris holds the Series 7 and 66 FINRA registrations, as well as a California Life and Health Insurance license.

Registered States:
AZ, CA, CO, CT, FL, MI, MN, MO, ND, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA

Registered States:
AZ, CA, CO, FL, MN, NV, NY, OH, OR, PA, SC, SD, TN, TX, WA