UBS Financial Service

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3030 Old Ranch Pkwy Ste 160
Seal Beach, CA 90740
+1 (562) 343-9200
https://local.ubs.com

UBS Financial Services in Bakersfield, CA, focuses on cultivating lasting relationships with clients by understanding their priorities and life goals. With over 160 years of experience and a commitment to quality client service, UBS aims to be a primary source of financial advice, tailoring strategies to meet individual needs.

The team is led by Jaspreet Jesse Puri, an Executive Director with more than 15 years in the financial services industry, and Lisa Monica, a Director and Admin Manager passionate about client service. Together, they drive business growth while promoting a collaborative and supportive environment for financial advisors and clients alike.

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