Scot Berryman, CFP, CEPA, CIMA

Managing your wealth goes beyond managing your money. In today’s world you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. We can help you make a sensible plan designed to manage your wealth with your life and your priorities in mind. I am one of four founding Pacific Wealth Group team members within UBS. We organize, plan, and manage all aspects of our clients' investments and wealth. We focus our efforts on investment strategies, strategic financial planning, and building strong, long-term relationships with our clients. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**