Sean Riley, Cpwa, CFP-UBS Financial Services Inc

Christopher D. Niles, CPWA, CFP, CIMA, RMA, is a Managing Director of Wealth Management at UBS Financial Services Inc. in Fort Lauderdale, FL, bringing over a decade of experience in financial advising after a successful career in law. With a focus on comprehensive financial planning, Niles is dedicated to tailoring investment strategies to meet the unique goals of high net-worth individuals, leveraging his extensive credentials including the CFP and RMA designations. His approach emphasizes personalized guidance in areas such as retirement planning, legacy planning, and alternative investments. Generated from the website

Visit our office today located in Fort Lauderdale, FL. 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.

Rafael Cruz, a private client financial advisor at Citizens Wealth Management in Fort Lauderdale, offers a collaborative and comprehensive approach to financial planning, tailored to meet the unique needs and goals of individuals and families. With a dedicated advisory team, Citizens Private Client assists clients in developing personalized financial strategies and adjusting them as life circumstances evolve. The services at Citizens Wealth Management include customized financial planning, expert advice from certified professionals, and exclusive rewards for members. Clients benefit from a commitment to understanding their financial journeys while accessing specialized lending discounts and higher savings rates. Generated from the website