Robert Allen - UBS Financial Services Inc.

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888 San Clemente Dr Ste 300
Newport Beach, CA 92660
+1 (949) 467-6064
https://advisors.ubs.com

Robert P. Bob Allen's Newport Legacy Wealth Management, part of UBS Financial Services Inc., is dedicated to providing personalized financial advice and developing long-term relationships with clients. With a focus on understanding individual priorities and concerns, the team employs customized strategies to help clients pursue their life goals through insight-based planning.

Led by experienced professionals like Senior Vice President Douglas Cosgrove, a CERTIFIED FINANCIAL PLANNER, and Senior Registered Client Associate Jon T. Dunavold, the firm emphasizes quality client service and expertise in wealth management. Utilizing the UBS Wealth Way approach, Newport Legacy Wealth Management addresses three essential dimensions of financial planning: Liquidity, Longevity, and Legacy, ensuring a comprehensive strategy for clients' financial futures.

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