Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Julian Sanchez

    Julian Sanchez


    Admin Manager

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    • CA
    • TX

    Julian Sanchez was born in Mexico and moved to the United States at the age of 9. He was raised in Stephenville, TX—the Cowboy Capital of the World, and lived there for nearly 20 years prior to moving to Los Angeles. Julian graduated high school as the Valedictorian and obtained a BS in Finance and a Minor in Accounting from Tarleton State University, a founding member of the Texas A&M University System. His mission in life is to serve all people he comes into contact with and support them to become the best version of themselves. He joined UBS in January of 2020 and currently serves as the Market Administrative Officer of the West LA Complex. In his free time, he enjoys hiking, camping, archery, and pretty much anything in the great outdoors! He loves the Western lifestyle and owns a working cattle ranch with his family.

          1999 Avenue of the Stars
          36th Floor
          Los Angeles, CA 90067
        • Chanti Nealon Headshot

          Chanti Nealon

          Executive / Team Assistant

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            Chanti joined the firm as the Beverly Hills Executive Team Assistant in Spring ’22. A Los Angeles native, she has worked in the Financial Services industry for 8 years, most recently in client servicing and operational roles at Northwestern Mutual. Driven by building and maintaining relationships and being a team player, she takes pride in helping to provide the best processes of efficiencies for clients, staff, and the organizational culture as a whole. Outside of the office, she enjoys spending time with her family and dogs, providing mentorship to youth of the inner-city, indulging in new restaurants and recipes, as well as taking full advantage of the beautiful SoCal weather.

                  131 South Rodeo Drive
                  Suite 300
                  Beverly Hills, CA 90212
                • Kevin

                  Kevin Dallahan


                  Senior Wealth Management Banker

                  Prior to joining UBS, Kevin managed the LA territory as a Regional Banking Manager for Charles Schwab. Kevin holds a B.S. in Management and M.S. in Marketing from St. Joseph’s University.

                  As a Senior Wealth Management Banker, Kevin provides expertise in Mortgages, Securities Backed Lending, Commercial Real Estate as well as credit cards. Kevin can also assist with student loan refinancing, small business lending, asset-based lending as well as art, aircraft and yacht financing.

                  He holds several active licenses including the Series 7, 63 and NMLS mortgage license.

                  Kevin and his wife live in Los Angeles with their 2 sons.

                US banking sector update: Where we are now

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at

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                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

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                Global leader

                UBS is a world-leading wealth manager