How can you pursue what matters most?

UBS Rancho Bernardo

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.

Young woman sitting with iPad

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.

  • Scott Hollaender

    Scott Hollaender

    Executive Director

    Branch Manager

    • image
    • image
    • image
    • AZ
    • CA
    • FL
    • MD
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TX
    • UT
    • WA

    Scott is a Director at UBS Financial Services, responsible for the Wealth Management Business in Downtown San Diego. Scott has been with UBS for over fourteen years. He started his career at UBS in 2002 as an intern and has worked his way through UBS holding numerous positions while developing extensive relationships at all levels across the Firm. Scott brings an extremely deep knowledge of all aspects of the business to bear for his advisors and clients, leveraging his roles on the operational, administrative and compliance sides of the business.

    During his career, he has focused on delivering the global resources of the Firm to his advisors and clients, partnering with advisors to help them grow their businesses and providing solutions to clients and their families to help solve their complex and ever-changing needs.

    Scott graduated from UCLA with a major in Business Economics. He is active in the community across a number of different organizations.

          600 West Broadway
          Suite 2100
          San Diego, CA 92101
        Education financing

        Education financing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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

        $3.3 trillion

        In invested assets globally 
        As of 12/31/2021

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights