Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm's Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS's Orange County offices; 17 are from San Diego County area offices; one is in Riverside, and three are in Honolulu.
Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.
"These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management," says Justin Frame, Pacific Desert Market Head at UBS. "Our Pacific Desert advisors are committed to helping clients achieve their financial goals by providing comprehensive wealth management solutions and best-in-class service. I applaud them for this terrific achievement."
The Southern California and Hawaii UBS advisors named to the list are:
Honolulu:
Lori Hamano
Matthew Megorden
Dan Shiu
Orange County, CA:
Sasha Kottmeier, Irvine
Chris Price, Irvine
James Chiate, Irvine
Tony Guinane, Irvine
Mark Binder, Newport Beach
David Levine, Newport Beach
Chris Pitzak, Newport Beach
Steve Weber, Newport Beach
Jim Axelson, Newport Center
Michael Miremadi, Newport Center
Thomas Podmajersky, Newport Center
Barry Porter, Newport Center
Lynne Sebastian, Newport Center
Marc Foster, Newport Center
Blake Foster, Newport Center
Panfang Fu, Newport Center
Brian Gooding, Newport Center
Jeffery Hamilton, Newport Center
Ed Levin, Newport Center
Jim Riley, Newport Center
Nicholas Villasenor, Newport Center
Natalie Barron, Seal Beach
Lisa Chapman, Seal Beach
Gino Stumpo, Seal Beach
Riverside, CA:
Scott Morris
San Diego County:
Jeffrey Adams, Carmel Valley
Tom McMullen, Carmel Valley
Steven DeMatteo, Carmel Valley
Luke Ervin, Carmel Valley
Brian Donaldson, La Jolla
Alex Howell, La Jolla
Scott Sugarman, La Jolla
Andy Galewski, La Jolla
Braydon Hamilton, La Jolla
Stephen LaFata, La Jolla
Chris Radici, La Jolla
Brad Hyldahl, Rancho Bernardo
Candice Gleeson, San Diego
Tom Krumenacker, San Diego
Bryan Thompson, San Diego
Courtney Liddy, San Diego
Blair Cannon, San Diego
The 2025 Forbes America's Top 250 and Best-In-State Wealth Advisors collectively oversee $16.7 trillion in assets. The rankings, compiled by SHOOK Research, use a combination of quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates. For the full lists and methodologies, visit: www.forbes.com/lists/best-in-state-wealth-advisors and www.forbes.com/lists/top-wealth-advisors.
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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