The Geller Financial Group - UBS Financial Services Inc.

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131 S Rodeo Dr Ste 300
Beverly Hills, CA 90212
+1 (310) 772-7001
https://advisors.ubs.com

The Geller Financial Group, based in Los Angeles, CA, is a team of experienced financial advisors dedicated to providing insight-based advice and customized strategies to their clients. With a focus on building long-term relationships and putting their clients' best interests first, the team, led by Andrew Geller, offers expertise in asset allocation, total portfolio management, and estate planning, leaving a strong legacy for their clients' families.

Working alongside Andrew Geller is Greg Michael Geller, a Senior Vice President who brings over 25 years of experience in managing clients' wealth in the equity and fixed income markets. Greg plays a vital role as a co-manager, addressing clients' educational and retirement needs, and is known for his responsiveness and well-informed approach. Julia Yokoyama, a Senior Client Associate, completes the team with her extensive experience in the financial markets and her responsibility for the administration of The Geller Group, including trading, portfolio reviews, and marketing materials.

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