Taxation, Financial Planning & Corporate Strategy

45 UBS Advisors in SoCal & Hawaii Named to Forbes Best-in-State List

UBS

UBS Wealth Management US announced that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS’s Orange County offices; 17 are from San Diego County area offices; one is in Riverside, and three are in Honolulu.

Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America’s Top Wealth Advisors list for 2025.

“These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management,” says Justin Frame, Pacific Desert Market Head at UBS. “Our Pacific Desert advisors are committed to helping clients achieve their financial goals by providing comprehensive wealth management solutions and best-in-class service. I applaud them for this terrific achievement.”

Discover the latest trends and insights—explore the Business Insights Journal for up-to-date strategies and industry breakthroughs!

Related posts

Conquest & BMO Launch ‘My Financial Progress Digital Tool

Business Wire

Hims & Hers Prices $870M Convertible Notes for Global Growth

Business Wire

ETHZilla Launches New Brand to Drive Ethereum Treasury Strategy

PR Newswire