Robert G. Whelan-UBS Financial Services Inc is a wealth management firm based in San Francisco, CA, dedicated to helping families and individuals navigate the complexities of personal and business success. With a team of experienced professionals, they provide customized solutions and recommendations to protect and preserve their clients' wealth, while ensuring compliance with industry regulations.
Led by Robert Whelan, a Senior Portfolio Manager with extensive experience in investment policy and portfolio construction, the team focuses on understanding their clients' unique needs and providing objective advice on asset allocation and strategy selection. They offer consultative services that foster collaboration and support future generations, aiming to be their clients' primary source of financial advice.
Generated from the website