The Engel Team at UBS Financial Services Inc. in Brea, CA is a dedicated group of financial professionals with over 27 years of experience in the industry. Led by Rod Engel, a Senior Vice President Wealth Management Financial Advisor, the team is committed to providing quality strategies customized to meet the individual needs of their clients. With a focus on building long-term relationships and delivering exceptional client service, The Engel Team aims to be the primary source of financial advice for their clients.
Veronica Aquino and Shawna Gwin, both experienced Client Associates, are valuable members of The Engel Team. Veronica takes pride in developing relationships and providing high-level customer service, particularly assisting retirees with the rollover process and setting up monthly withdrawals. Shawna, a Senior Client Associate, brings 20 years of industry experience and is licensed in various areas. Together, The Engel Team offers a strong combination of expertise, integrity, and accessibility to help clients feel confident about their financial future.
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