Executive Financial Group - UBS Financial Services Inc.

Patricia Johnson is a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Los Angeles, CA, bringing 35 years of experience in the financial services industry to her clients. She specializes in customized investment and wealth planning solutions, leveraging her extensive network of professionals in portfolio management, tax, and estate planning. Passionate about empowering women, Patricia regularly hosts educational events aimed at enhancing financial acumen and addressing specific needs. She is actively involved in philanthropy, serving on the board and finance committee for Chrysalis, a nonprofit dedicated to creating pathways to self-sufficiency for underserved communities. Generated from the website

David Schachter is a Managing Director and Wealth Management Financial Advisor at UBS Financial Services Inc. in Los Angeles, CA, dedicated to guiding clients through significant life events while helping them preserve and transfer their wealth. With a focus on tax-efficient investing, asset allocation, and generational wealth transfer, he provides comprehensive financial planning tailored to individual needs. A New York native and graduate of the University of Southern California, David has been recognized as an industry leader, earning accolades such as Forbes Best in State Wealth Advisors from 2021 to 2025. He is committed to educating his clients, ensuring they have a clear understanding of their financial situations and opportunities for growth. Generated from the website