John Halperin - UBS Financial Services Inc.

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services Inc., located in Beverly Hills, CA. He specializes in providing personalized financial advisory services aimed at meeting the complex needs of athletes and entertainment professionals, offering a high-touch boutique experience that integrates strategic resources and planning.

With a commitment to optimizing clients' liquidity, longevity, and legacy, Halperin and his team develop tailored wealth management strategies that encompass goals-based investment management, longevity planning, and wealth transfer solutions. Recognized by Forbes as one of the Best-in-State Wealth Advisors from 2018 through 2025, Halperin's expertise ensures that distinctive financial needs are meticulously addressed and navigated.

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