Lasting relationships. For all that matters

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

Patrick M. "Pat" Lizza, CRPC, CRPS, EFC

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Pat Lizza has been with UBS Financial Services Inc. since 2011. As Market Director of the Indian Wells office, Pat oversees new initiatives, expanded opportunities for financial advisors, and connecting financial advisors and clients with the advanced subject matter expertise of the global firm’s specialists. As a member of Aligned Wealth Partners at UBS, he also draws on extensive financial and service industry experience to provide comprehensive wealth management advice to business owners, retirees, multi-generational families, and other select clients

Pat has a background in the resort and hospitality industry and is actively involved with the local community.

He and his family have volunteered with the Boys and Girls Club of Coachella Valley. He is a board member of the World Affairs Council of the Desert, and Xavier College Preparatory High School.

A native of the Palm Springs area, Pat and his wife have 3 grown children and reside in La Quinta. In his spare time you’ll find Pat enjoying golf, reading, cooking for family and friends and traveling.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Endowment & Foundation Consultant
75-280 Highway 111
Indian Wells, CA 92210

pat.lizza@ubs.com

Patrick M. "Pat" Lizza, CRPC, CRPS, EFC

75-280 Highway 111,Indian Wells,CA,92210

Patrick M. "Pat" Lizza, CRPC, CRPS, EFC

Market Director
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- VT
- WA
- WI
Pat Lizza has been with UBS Financial Services Inc. since 2011. As Market Director of the Indian Wells office, Pat oversees new initiatives, expanded opportunities for financial advisors, and connecting financial advisors and clients with the advanced subject matter expertise of the global firm’s specialists. As a member of Aligned Wealth Partners at UBS, he also draws on extensive financial and service industry experience to provide comprehensive wealth management advice to business owners, retirees, multi-generational families, and other select clients

Pat has a background in the resort and hospitality industry and is actively involved with the local community.

He and his family have volunteered with the Boys and Girls Club of Coachella Valley. He is a board member of the World Affairs Council of the Desert, and Xavier College Preparatory High School.

A native of the Palm Springs area, Pat and his wife have 3 grown children and reside in La Quinta. In his spare time you’ll find Pat enjoying golf, reading, cooking for family and friends and traveling.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist℠
- Endowment & Foundation Consultant
75-280 Highway 111
Indian Wells, CA 92210

pat.lizza@ubs.com

Patrick M. "Pat" Lizza, CRPC, CRPS, EFC

75-280 Highway 111,Indian Wells,CA,92210

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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As of 12/31/2024

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