Lasting relationships

Understanding what matters most to you

Meeting with presenter

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.

  • Justin Frame headshot

    Justin Frame

    Market Executive

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NV
    • OK
    • OR
    • PA
    • SD
    • UT
    • VT

    Justin Frame is a Managing Director who serves as the Market Head for Southern California. The business consists of 13 branches, including Newport Beach, Irvine, Carmel Valley, San Diego, La Jolla, Rancho Bernardo, Riverside, Redlands, Indian Wells, Honolulu, Scottsdale, Phoenix and Tucson..  He works with over 165 Financial Advisors who manage over $37 billion in client assets and is focused on maintaining our position as one of the most productive markets in Southern California. Our local roots allow us to always stand in service to our Financial Advisors and their clients.  Justin is active in his community serving on several local boards including Advisors in Philanthropy and Working Wardrobes.

    Before taking on his current role with UBS Global Wealth Management he spent the last 25 years with Morgan Stanley.  He held several roles there including Branch & Complex Manager, Regional COO and Family Wealth Advisor.  As a former successful Financial Advisor for 14 years, he understands the unique relationship between Advisors and their clients. He supports that relationship by providing an open architecture of products and services, which allows our Advisors freedom of choice.

    Today’s markets and sophisticated client needs require leader’s adept at leading transformational change. Justin has a philosophy that wealth management is about helping clients achieve their financial goals so they can live their dreams. To accomplish this, we have assembled a great team of first-class support professionals and Financial Advisors that are first and foremost good people, working tirelessly to understand their clients' deepest concerns and priorities and ensure that every client relationship is built on unshakeable trust.

    California Insurance License #OK16751

          515 South Flower Street
          Suite 5000
          Los Angeles, CA 90071
          Justin.frame@ubs.com
          Justin Frame
          515 South Flower Street,Los Angeles,CA,90071
        • James Carideo

          James Carideo

          Executive Director

          Market Director

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          • AL
          • AR
          • CA
          • DC
          • FL
          • HI
          • IN
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NE
          • NH
          • NJ
          • NV
          • OK
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VT
          • WA

                600 West Broadway
                Suite 2100
                San Diego, CA 92101
                james.carideo@ubs.com
                James Carideo
                600 West Broadway,San Diego,CA,92101
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                Betty Hamada

                Associate Director

                Admin Manager

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • MA
                • MD
                • MI
                • MN
                • MT
                • NC
                • ND
                • NE
                • NH
                • NM
                • NV
                • NY
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WY

                Betty Hamada, as Administrative Manager for the Honolulu office of UBS, supports the branch manager and financial advisor teams in the office by handling many tasks, including overseeing staff, filling in for the CSA (client service assistant) role as needed, and ensuring smooth branch operations. A veteran of the financial industry, Betty holds Series 7 and 9/10 securities licenses. After several years in the investment divisions of banks and insurance companies, Betty joined UBS in 2007, originally as Operations Manager, becoming Admin Manager in 2010.

                Because she is experienced and detail-oriented, with high standards and a focus on addressing client objectives, Betty is able to anticipate challenges and find quick resolutions to whatever needs arise. She is dependable and resilient, with great follow-through.

                A native of Hawaii, Betty spends her spare time with her three sons, grandson, and her Golden Retriever.

                Betty’s philosophy of life? “Life is like a camera: focus on what’s important, capture the good times, develop from the negatives, and if things don’t work out, take another shot."

                      733 Bishop Street
                      Suite 1600
                      Honolulu, HI 96813
                      betty.hamada@ubs.com
                      Betty Hamada
                      733 Bishop Street,Honolulu,HI,96813
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                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

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                    UBS is a leading and truly global wealth manager

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