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, CEPA

    Executive Director

    Market Director

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

    Scott is an Executive Director at UBS Financial Services, responsible for the Wealth Management Business in the Downtown San Diego and Rancho Bernardo offices. Scott has been with UBS for over 18 years. He started his career at UBS in 2002 as an intern and has held a variety of roles  while developing extensive relationships at all levels across the firm. Scott brings an extremely deep knowledge of all aspects of finance and investing to bear for his advisors and clients, leveraging his roles on the operational, administrative and compliance sides of the industry.

    Over the length of his career, he has focused on delivering the global resources of UBS to advisors and clients, partnering with advisors to help them grow their businesses and providing solutions to clients, their families, and businesses 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 organizations.

     

        • Bachelor's Degree in Business Economics, UCLA
        • Certified Exit Planning Advisor
        600 West Broadway
        Suite 2100
        San Diego, CA 92101

      Are markets going "Back to the Future"?

      Debt ceiling and inflation

      Tree

      Exceptional financial strength and stability

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

      Backed by the strength of UBS

      A global leader in wealth management

      $3.9 trillion

      In invested assets globally 
      As of 12/31/2022

      51 countries

      Our global footprint

      Global leader

      UBS is a world-leading wealth manager

      Insights