Allen R. Mellow - UBS Financial Services Inc.

Call
Website

Photos

3030 Old Ranch Pkwy Ste 300
Seal Beach, CA 90740
+1 (562) 343-9230
https://advisors.ubs.com

Allen R. Mellow is a Senior Vice President and Financial Advisor at UBS Financial Services Inc., located in Seal Beach, California. With over five decades of experience in the financial services industry, he specializes in strategic planning and implementation for pre-retirement and retired couples, small business owners, and nonprofit foundations.

As an active supporter of various charities in the Long Beach area, Allen combines his extensive knowledge and good judgment to help clients organize their finances around short-term needs, long-term goals, and legacy planning. His approach emphasizes the importance of liquidity, longevity, and legacy, ensuring that clients can navigate the complexities of today's financial landscape with confidence.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

Stumpo Wealth Management Group - UBS Financial Services Inc.

Stumpo Wealth Management Group - UBS Financial Services Inc.

Stumpo Wealth Management Group, part of UBS Financial Services Inc., is located in Seal Beach, CA, and specializes in providing personalized wealth management services to high-net-worth individuals and families. Led by Gino Stumpo, a Certified Financial Planner with decades of experience, the team focuses on retirement planning, portfolio management, and developing long-term relationships through quality client service. The firm is dedicated to helping clients navigate the complexities of the global economy, offering tailored strategies to unlock opportunities and preserve wealth. With a commitment to increasing financial literacy, Gino Stumpo frequently conducts workshops for employees of Fortune 500 companies and has been recognized as a Forbes Best In-State Wealth Advisor for multiple consecutive years. Generated from the website
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.

Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.

Visit our office today located in Seal Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc.

Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc.

Visit our office today located in Seal Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
United States›California›Seal Beach›Allen R. Mellow - UBS Financial Services Inc.

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext