Walnut Creek, CA Branch Office - 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.

Dean Meniktas, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Walnut Creek, CA. With a focus on lasting relationships, Dean and his team prioritize their clients' best interests, offering financial advocacy and personalized solutions. They believe in earning their clients' trust through integrity, prudence, and accessibility. As a registered professional in multiple states, including AZ, CA, CO, GA, HI, KS, MI, MO, MS, MT, NY, OH, OR, SD, TX, and WA, Dean Meniktas specializes in liquidity management and provides expert guidance on investment strategies. With UBS's global strength and over 160 years of experience, Dean and his team are dedicated to helping clients navigate financial challenges and seize market opportunities.Generated from the website

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.