John Halperin is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Beverly Hills, CA. With over 25 years of experience in private wealth management, John is known for his creative, collaborative, and confident approach. He specializes in comprehensive wealth management strategies, including longevity planning, wealth transfer strategies, and life transition planning. John holds various designations and licenses, including the UBS Athletes and Entertainers Consultant designation, Certified Investment Management Consultant designation, and the UBS Wealth Advisor designation. Outside of work, John is actively involved in the community, volunteering at organizations such as weSPARK Cancer Support Center and Jewish Big Brothers.
John Halperin has received recognition for his expertise in the field, being named as one of Forbes Best-in-State Wealth Advisors for multiple years. He is highly regarded for his ability to connect with clients on a personal level, helping them navigate important life questions and find the answers they need. John resides in Bel Air, CA, and enjoys spending time with his wife and three children.
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