Jay Baumgardner, Cfa-UBS Financial Services Inc, 888 San Clemente Dr, Ste 300, Newport Beach, CA 92660, US

Thomas Podmajersky, CIMA is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Newport Beach, CA. With over 35 years of experience in the financial services industry, Thomas specializes in providing sophisticated wealth management solutions to entrepreneurs, corporate executives, and successful families with multi-generational wealth. He offers comprehensive financial planning services, including business succession and strategy, philanthropy, and investment planning, and holds professional credentials as a Certified Investment Analyst and a Certified Retirement Plan Specialist. Recognized as an industry leader, Thomas has been named one of Forbes' Best-in-State Wealth Advisors for multiple years. He is dedicated to helping clients leave a lasting legacy by understanding their values, people, and causes that matter to them, and working with their professional advisors to structure a plan that ensures their legacy lasts for generations. In his spare time, Thomas enjoys open water and masters swimming, golf, and spending time with his family.Generated from the website

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