Experience Makes all the difference

While each of the affluent individuals with whom the Tidik-Friedman Wealth Management Group works with traveled a different path to reach their success, they all share the need for a trusted advisor to help them preserve and enjoy the wealth they've achieved. By forging relationships founded on individually tailored advice and truly personalized service, the team strives to help clients, their children and their grandchildren realize their long-term objectives.

To that end, the comprehensive wealth management strategies that the team develops are customized to each client's financial circumstances, concerns and aspirations. Our recommendations are nonproprietary, unbiased and in each client's best interests then carefully monitored for desired performance.

By assisting with all aspects of clients' financial lives, the team feels privileged to be able to help their clients enjoy the many benefits of their hard work and see their long-term objectives realized. With consistent levels of integrity and confidentiality, The Tidik-Friedman Wealth Management Group provides clients with the highest degree of personalized service and dedication.

Michael T. Tidik

Senior Vice President - Wealth Management
Senior Portfolio Manager
818-531-0021

email



Michael's mission is to help clients realize their financial goals and continue enjoying the lifestyles they've worked hard to achieve with minimal risk. Upon graduating from The University of Southern California (USC) in 1990 with a Bachelor of Science in business, Michael began his career in financial services. First as Financial Advisor with PaineWebber, he later spent 20 years at Merrill Lynch where he was honored with the Directors Circle Award- reserved for the firms's top wealth management advisors. Michael and his team, the Tidik- Friedman Wealth Management Group, joined UBS in 2015.

As one of six siblings, and a father of four, Michael feels strongly about giving back to the community and is involved with several foundations. One benefits Children's Hospital Los Angeles Heart Research Center and another supports Providence Health & Service Foundation. In his free time, Michael enjoys golf, volleyball, fishing and spending time with his wife and family.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, MT, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA


Jason Bradley Friedman, CFP®, CRPC®

Vice President - Wealth Management
Financial Advisor
Portfolio Manager
818-531-0022

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Jason's decision to join UBS in 2015 marked the end of over 11 years spent as a Financial Advisor at Merrill Lynch's Global Private Client Group. Jason earned the CERTIFIED FINANCIAL PLANNERTM designation and the Chartered Retirement Planning CounselorSM designation in 2007 and 2011, respectively. He also holds the Series 7, Series 31 and Series 66 securities licenses, as well as health and long-term care insurance licenses.

Jason, a native of Southern California and a graduate of California State University of Northridge, with a Bachelor of Science in business administration, currently lives in Toluca Lake with his wife Alicyn. Jason is actively involved in the community and enjoys hiking, camping and competitive public speaking.


Registered States:
AZ, CA, CO, FL, GA, ID, IL, MA, MD, MT, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA


Deirdre N. Hilario

Senior Client Service Associate
818-531-0019

email



Prior to joining UBS with the team in 2015, Nicole was a Registered Client Associate at Merrill Lynch for more than eight years. She began her financial services career in 2001, gaining banking and lending experience with Washington Mutual.

Committed to serving each client personally and responsively, Nicole oversees requests for fund research, reporting clarifications and general service inquiries. She holds a Bachelor of Science degree in business administration and loves to travel.


Registered States:
CA


Leslie N. Leonhard

Client Service Associate
818-531-0018

email



Having joined UBS in 2015 with the team, Leslie assists clients of the Tidik- Friedman Wealth Management Group with the administrative aspects of their relationships. Since the launch of her financial services career with Merrill Lynch in 1985, she has held a wide range of client-focused positions in the Cashiering/Operations division, the High Net Worth department, the Private Banking Group and the Trust Global Advisor Technology Training area. Leslie is a lifelong resident of Los Angeles and enjoys hiking with her dog.


Catherine Leigh Heflin, CPWA®

Senior Wealth Strategy Associate
818-531-9010

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Cathy holds the Certified Private Wealth Advisor designation, CPWA®,  and joins us after five years at Merrill Lynch.  She brings her experience to serve our clients in their customized credit and lending, financial planning and insurance needs.

Cathy is originally from the Midwest, growing up in Iowa and graduating from Northwestern University before moving to California.  She is the mother of two daughters, and has been actively involved in their schools throughout the years, serving as a trustee at The Gooden School, and co-chairing an internship program at Flintridge Preparatory School.  She has also volunteered in the community on the Guild of Cancer Support Community of Pasadena.


Registered States:
CA, TX