UBS Financial Services

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1 Pointe Dr Ste 140
Brea, CA 92821
+1 (714) 256-5460
http://financialservicesinc.ubs.com

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services, specializing in advising athletes and entertainers. With an extensive background in financial planning, he offers a personalized approach that combines strategic access to UBS's resources and a focus on the unique financial complexities faced by high-achieving professionals.

Halperin's team is dedicated to providing comprehensive financial solutions that encompass liquidity needs, longevity planning, wealth transfer strategies, and life transition planning. Recognized multiple times as one of Forbes' Best-in-State Wealth Advisors, he brings a wealth of experience and insights tailored to simplify the financial landscapes of clients navigating dynamic personal and professional goals.

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