Pelican Coast Investments, Inc

UBS Financial Services Inc. in Indian Wells, CA, is dedicated to fostering lasting relationships with clients by providing tailored financial strategies that align with their individual goals and aspirations. Led by Market Director Pat Lizza, the office emphasizes quality client service and a commitment to understanding the unique needs of business owners, retirees, and multigenerational families. With a strong background in the resort and hospitality industry, Pat Lizza actively engages with the local community and leverages extensive experience to offer comprehensive wealth management advice. The firm employs the UBS Wealth Way approach, focusing on liquidity, longevity, and legacy to help clients navigate their financial journeys effectively. Generated from the website

Indian Wells Wealth Management Group, a branch of UBS Financial Services Inc., is dedicated to providing tailored financial planning and wealth management services to clients facing significant life changes. Their approach emphasizes understanding individual priorities, goals, and concerns to enhance clients' financial well-being for years to come. The team comprises experienced professionals, including Senior Vice President Lawrence R. Zech, First Vice President Warren Overman, and Financial Advisor Phillip Tanner, each bringing a wealth of knowledge and a commitment to client service. With a focus on comprehensive financial strategies, they aim to empower clients to embrace opportunities and tackle challenges effectively. Generated from the website

Phillip Tanner CFP® is a seasoned financial advisor with nearly 18 years of experience in the financial services industry, specializing in comprehensive financial planning and wealth management. A native of the Coachella Valley, he returned to the area after attending Purdue University and has a strong commitment to helping clients achieve their financial goals. At UBS Financial Services Inc. in Indian Wells, CA, Phillip Tanner and his team offer a broad range of services, including cash management, retirement planning, and legacy planning. They emphasize understanding clients' priorities and concerns to create customized investment strategies that align with their life goals. Generated from the website