Pli Practising Law Institute, 455 Market St, San Francisco, CA 94105, US

Henry Wagner-UBS Financial Services Inc is a San Francisco-based wealth management firm specializing in financial planning and portfolio management. Led by Senior Vice President Henry Hank Wagner, the team at Henry Wagner-UBS helps clients organize their financial lives to ensure that short-term needs do not hinder long-term goals. With a focus on professional excellence and prompt personal service, they provide clients with a clear understanding of their finances and help them stay focused at each stage of life. Henry Hank Wagner, a graduate of the University of California at Berkeley, has been in the investment business since 1979. He joined UBS in 2011 after a successful career at Morgan Stanley and a stint at an investment advisory firm in San Francisco. Alongside his colleague and registered sales associate, Diane Free, Hank's team offers expertise in financial planning and portfolio management. With a passion for travel, cycling, hiking, and choral singing, Hank brings a well-rounded perspective to his work in helping clients achieve their financial goals.Generated from the website

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