Lasting relationships. For all that matters

Family photos on shelf

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Woman in architect studio

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.

  • Neal Narahara

    Neal Narahara

    Branch Manager

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    Job
    • CA
          703 Trancas Street
          3 and 4 Financial Plaza
          Napa, CA 94558
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          Maureen Gallagher

          Associate Director

          Admin Manager

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          • CA
          • NV
                1255 Treat Blvd
                Suite 1000
                Walnut Creek, CA 94597
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                Paul Katerndahl

                Director

                Market Supervisory Officer

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                • AZ
                • CA
                • CO
                • HI
                • MT
                • UT
                      4105 Blackhawk Circle Plaza
                      Danville, CA 94506
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                      Christine Kolm

                      Senior Wealth Strategist

                      Advanced Planning

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                      Kevin Dommes

                      Director

                      Senior Wealth Management Banker

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                      Anthony Lopipero

                      Wealth Planning Associate

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                      Lyanette Monterrey

                      Digital Specialist

                    Connecting you to the deep resources of UBS

                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                    Goals-based planning

                    Goals-based planning

                    Multigenerational wealth planning

                    Multigenerational wealth planning

                    Retirement Couple

                    Retirement readiness

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Global leader

                    UBS is a world-leading wealth manager

                    More than 150 years

                    offering financial advice

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021

                    Insights