Market Director
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.
Recognized as an industry leader:
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
Market Director
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.
Recognized as an industry leader:
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
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.
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.
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