Linda Standen - UBS Financial Services Inc.

Ryan Duffy, CFP - UBS Financial Services Inc. is a financial advisory firm based in Walnut Creek, CA. They provide comprehensive wealth management advice and strategies to help individuals and families achieve their financial goals. With a focus on understanding their clients' priorities, concerns, and beliefs, they develop personalized strategies to protect assets and ensure long-term financial well-being. With a team of experienced financial advisors, Ryan Duffy, CFP - UBS Financial Services Inc. offers guidance and perspective to help clients approach their goals with confidence. They are registered in multiple states and have a strong educational background in business finance and economics. Their expertise in wealth management and commitment to client success make them a trusted partner in navigating major life changes and building a secure financial future.Generated from the website

Dean Meniktas, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Walnut Creek, CA. With a focus on lasting relationships, Dean and his team prioritize their clients' best interests, offering financial advocacy and personalized solutions. They believe in earning their clients' trust through integrity, prudence, and accessibility. As a registered professional in multiple states, including AZ, CA, CO, GA, HI, KS, MI, MO, MS, MT, NY, OH, OR, SD, TX, and WA, Dean Meniktas specializes in liquidity management and provides expert guidance on investment strategies. With UBS's global strength and over 160 years of experience, Dean and his team are dedicated to helping clients navigate financial challenges and seize market opportunities.Generated from the website