Journey of a lifetime UBS Wealth Way: helping you pursue what matters most
Robert Vallecorse, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Corporate Stock Benefit Consultant
415-954-6746
555 California Street
34th + 46th Floor
San Francisco, CA 94104
At the end of the day, it’s not just about wealth. It’s about what it can accomplish: Expressing your values, supporting the things you care about and ultimately living a life you’re proud to lead.
I can work with you to help uncover what’s most important to you. Then we can organize your financial life in a way that makes the most of your wealth to help you pursue what matters most. This structure helps you clearly understand where your money is—and why. And the plan we create together, can help you pursue what matters most for today, tomorrow and for generations to come.
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Insights