Teddy Rakestraw - UBS Financial Services Inc.

Visit our office today located in Walnut Creek, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

UBS Financial Services Inc. is a leading global wealth management firm with over $3.9 trillion in invested assets globally. With a history spanning over 160 years, UBS has established itself as a trusted advisor, guiding clients through various financial challenges and market opportunities. Their team of experienced professionals, including David Fried, CRPC, Vice President Wealth Management, specializes in customizing and implementing strategic and tactical asset allocations, as well as financial planning strategies for clients of Wealth Management, Private Wealth Management, and Institutional Consulting. UBS is known for its insight-based advice, focusing on understanding clients' priorities and concerns to help them confidently pursue their life goals. Their expertise in liquidity management and investment advisory, combined with their global footprint spanning 51 countries, positions UBS as a leader in the wealth management industry. With a commitment to building lasting relationships and providing tailored solutions, UBS is dedicated to helping clients navigate the complexities of the financial world and achieve long-term success.Generated from the website

Vista Financial Partners, a team of dedicated Financial Advisors at UBS Financial Services Inc. in Walnut Creek, CA, is committed to helping clients organize their finances around both short-term needs and long-term aspirations. With a focus on quality service and long-term relationships, they aim to be the primary source of financial advice for their clients, offering customized strategies tailored to individual goals. The firm boasts a team of experienced professionals, including Chartered Retirement Plans Counselors and Wealth Advisors, who bring a wealth of knowledge in investment management, retirement planning, and estate strategies. Each advisor leverages their extensive backgrounds in finance to navigate the complexities of today's market, ensuring that clients are equipped to meet challenges and seize opportunities tailored to their financial journeys. Generated from the website