Jeffrey Klinger-Klinger Quan Group, UBS Financial Services Inc

HistoryStarting in 1980, Brian Loy worked for a Bay Area financial services firm. For the next 10 years, he gained valuable planning experience and met some outstanding professionals. He estimates that he prepared and/or reviewed over 300 financial plans for executives, business owners and retirees. He was also involved in venture capital and emerging venture leasing business. In 1992, Brian and his wife returned to northern Nevada (both raised in Carson City) to start a family and enjoy the quality of life that the Reno/Tahoe area affords. For two years, Brian was a Financial Consultant for Shearson Lehman Brothers. During that time, he was also an officer for the Reno chapter of Certified Financial Planners and met the then- Director of Investments for an investment management firm specializing in orthodontic clientele. In 1994, Brian joined that firm as Director of Investments, and in 1995, was offered and acquired that investment advisory business and formed Sage Financial Advisors.SpecialtiesWe provide a range of financial services including wealth management, business services, retirement planning and personal financial services.

The Klinger Quan Group at UBS Financial Services Inc. in Incline Village, NV, specializes in providing customized wealth management strategies tailored to the unique goals and priorities of a select group of individuals and families. Their approach emphasizes building lasting relationships and delivering personalized, boutique-like services to simplify clients' financial lives while addressing the complexities that significant wealth can entail. With a commitment to long-term wealth preservation and risk mitigation, the team leverages their extensive experience and insights to guide clients through various financial challenges. They offer a comprehensive suite of integrated services, including portfolio management, estate planning, and philanthropic strategies, ensuring that each client's journey toward meaningful goals is thoughtfully supported. Generated from the website