David Shaw, CFP - UBS Financial Services Inc. is a San Francisco-based wealth management firm that specializes in creating customized financial plans for executives, entrepreneurs, and business owners. Led by David Shaw, a Certified Financial Planner, the team helps clients grow and preserve their wealth while addressing their specific needs and goals. With a comprehensive range of services, including financial planning, investment management, estate planning strategies, and lending, they provide personalized solutions to help clients navigate their financial journey.
Backed by the strength of UBS, a global leader in wealth management, David Shaw, CFP - UBS Financial Services Inc. offers expertise and insights to clients in 51 countries. With a focus on the next generation, they strive to help clients stay focused on their long-term objectives while ensuring their short-term needs are met. Whether it's managing concentrated stock positions, asset allocation, or insurance solutions, the firm provides a structure that helps clients understand their financial situation and make informed decisions for today, tomorrow, and future generations.
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