Indian Wells, CA Branch Office
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Experience

Makes all the difference

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

Market Director

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist℠
  • Endowment & Foundation Consultant

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

75-280 Highway 111
Indian Wells, CA 92210

Email Me

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

Market Director

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MI
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist℠
  • Endowment & Foundation Consultant
75-280 Highway 111
Indian Wells, CA 92210

Email Me

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