David Krigstein - UBS Financial Services Inc.

William S. Costas - UBS Financial Services Inc. in Westlake Village, CA offers a personalized approach to wealth management, emphasizing the importance of understanding clients' priorities and helping them confidently pursue their life goals. Their UBS Wealth Way strategy focuses on three key dimensions: Liquidity, Longevity, and Legacy, ensuring clients are equipped to address short-term needs, longer-term aspirations, and beyond. As a recognized leader in wealth management, UBS boasts a global presence and significant investment expertise, managing over $6 trillion in invested assets across 51 countries. Their commitment to providing tailored financial advice is reflected in accolades such as the Forbes Best-in-State Wealth Advisors awarded to some of their financial advisors. Generated from the website

Mark Gregory is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., leveraging his extensive experience to assist clients in defining and achieving their long-term financial goals. His approach is centered on individual client priorities, employing strategies such as the UBS Wealth Way, which focuses on liquidity, longevity, and legacy to structure each client's financial planning. UBS has established itself as a leader in global wealth management, boasting over 160 years of expertise and a robust network across 51 countries. The firm is dedicated to building lasting relationships with clients while providing insights and resources designed to navigate complex market environments and address diverse financial challenges. Generated from the website

Narayan Pallavur, a Vice President and Financial Advisor at UBS Financial Services Inc. in Westlake Village, CA, specializes in providing comprehensive wealth management services to high-net-worth individuals, families of multigenerational wealth, and business owners. With a focus on estate and trust planning, tax planning, and exit planning, he collaborates with clients and their trusted advisors to develop customized strategies that prioritize wealth accumulation, preservation, and transfer. With over 25 years of experience in the financial services industry, Narayan is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), and Certified Investment Management Analyst (CIMA). He emphasizes the importance of understanding clients' goals and concerns, fostering meaningful relationships built on transparency and trust to help clients confidently pursue their financial aspirations. Generated from the website