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Robert M. Schneider, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER
Rob specializes in providing investment, retirement and college planning services to individuals. For institutions, he offers extensive experience in business financing, corporate retirement plans (such as 401(k), defined benefit and deferred compensation).
Rob is authorized to provide Retirement Plan Consulting services- an expanded level of services to help 401(k) plans sponsors meet fiduciary and employee retirement plan obligations. Rob provides sponsors with expert forward-looking advice and a roadmap for managing plan complexity. Rob will customize the process to help sponsors implement sound governance, optimize plan health, and prepare employees for life beyond retirement. RPC Financial Advisors are required to meet certain minimum standards demonstrating their expertise in the 401(k) consulting industry, unless exempted. RPC Financial Advisors must meet certain criteria established to demonstrate a minimum level of retirement plan knowledge and experience.
Rob attained the CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2007. In early 2010, after having demonstrated a thorough understanding of prudent practices through coursework and examination, he obtained the Accredited Investment Fiduciary ®(AIF®) designation from the Center of Fiduciary Studies. Unlike many financial advisors, CFP(®) professionals must develop their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP Board. CFP(®) professionals must pass the comprehensive CFP(®) Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This comprehensive exam ensures that a CFP(®) professional is highly qualified to develop a plan for your finances. CFP(®) professionals complete several years of experience related to delivering financial planning services to clients prior to earning the right to use the CFP(®) certification trademarks. This hands-on experience guarantees that CFP(®) professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.
Rob is married with three daughters and lives in Walnut Creek, CA.
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MI, MO, NC, ND, NV, NY, OH, OR, RI, SC, TX, UT, VA, WA
Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Ken focuses his practice on providing overall financial planning to his clients, with an emphasis on retirement income management. He works closely with clients' certified public accountants and attorneys to develop a coordinated financial plan. He also specializes in providing customized portfolio management services for individuals, families, small businesses and non-profit agencies.
Before joining UBS, Ken was a financial advisor at Merrill Lynch. He holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification and received a degree in business administration from the University of Wisconsin. He also served as an officer in the U.S. Navy for four years. Ken is active in the Lions Club and was recently the Scouts' local council Vice President and Endowment Committee Chairman. He has previously served as the Secretary of Metro Board of Berkeley-Albany YMCA and has taught courses on financial planning and investments for the Peralta Community College district in Berkeley, Ca.
Ken is married with two sons and lives in Moraga, Ca.
Senior Registered Client Service Associate
Laurelle has 19 years experience in the financial services industry. She joined UBS in 2012, after 16 years at Morgan Stanley Smith Barney. During her career, she has worked as a client service associate and a complex service manager. Her primary focus is to handle the daily operational and administrative matters for the team's clients. As such, her core focus is to provide exceptional client service.
She is FINRA-registered and holds series 7, 66, 9 and 10 securities licenses.
Laurelle is married and lives in Fairfield, Ca.