Trilogy Investment Group, 1735 Arden Way, Sacramento, CA 95815, US

Anthony Nye, CFP, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services in Sacramento, CA. With over 20 years of experience in the financial industry, Anthony focuses on asset allocation, retirement income planning, and wealth preservation for his clients. He believes in active communication and regularly reviews each client's strategy to ensure their overall wealth management plan is on track. Anthony holds various certifications and licenses, including the Certified Financial Planner (CFP) designation and the Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania. UBS Financial Services is a leading financial institution that provides comprehensive wealth management services to clients in Sacramento and beyond. With a focus on asset allocation and total portfolio management, UBS helps individuals and families confidently pursue their life goals. The firm emphasizes active communication and systematic client contact to ensure a successful long-term relationship. With a team of experienced professionals, UBS offers a range of services, including retirement income planning, wealth preservation, and coordination with other trusted advisors. UBS is committed to helping clients navigate the complexities of the financial world and achieve financial success.Generated from the website

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