Experience Makes all the difference
WHO WE ARE…
The Schirripa Group is an industry acclaimed wealth management team at UBS Financial Services. We are best known for the exceptional service that we provide affluent clients, trusts, endowments, foundations, and retirement plans. Our success is based on years of loyalty and dedication to each client and their family throughout the years.
WHAT WE DO…
We establish portfolios and lending solutions needed to fund liquidity requirements.
Our team is diligent at planning and creating customized portfolios needed for college funding, real estate purchases, business transactions, retirement expenses, heath care costs and other major purchases.
The Schirripa Group guides clients how to pass wealth on to future generations and charitable entities through tax efficient processes.
Our efforts have helped hundreds of charitable organizations and surviving heirs.
Joseph J. Schirripa, CFP®, CRPS®
Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Private Wealth Advisor
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310-281-3810
Madeleine A. Antekelian
Senior Vice President - Wealth Management
Private Wealth Advisor
Senior Portfolio Manager
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310-281-3812
Jason J. Wolsefer, CFP®, CRPS®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)
Senior Portfolio Manager
Visit my personal page
310-281-3860
Nicholas Patrick Schirripa, CFA, CRPS®
Vice President - Wealth Management
Portfolio Manager
Chartered Financial Analyst®
Chartered Retirement Plans Specialist (CRPS®)
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310-281-3859