James Lugannani - UBS Financial Services Inc. is a San Francisco-based wealth management firm that prioritizes understanding clients' personal goals and creating customized financial plans to support them. With over 20 years of experience in financial planning for large corporations and families, James Lugannani brings best-of-class service to his clients, offering clear, simple, and candid solutions.
As a Vice President of Wealth Management and Financial Advisor, James Lugannani focuses on building comprehensive wealth management plans for his busy clients, helping them achieve their financial goals. With access to the global platforms and resources of UBS, including experts in Wealth Management, Asset Management, and Private and Investment Banks, James Lugannani provides clients with a wide range of financial solutions and guidance.
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