Wasserman, Gallo & Associates - UBS Financial Services Inc. is a wealth management firm based in Santa Barbara, CA, dedicated to helping clients create a lasting legacy for future generations. With a focus on understanding clients' values and goals, their team of experienced financial advisors works closely with clients and their professional advisors to develop customized strategies for long-term financial success.
Led by Senior Vice Presidents Michael Wasserman and Christopher Taylor Gallo, the firm provides quality client service and personalized investment strategies. With extensive experience navigating challenging economic cycles, Wasserman, Gallo & Associates prioritize the professional stewardship of client assets and offer multilingual communication to better serve their diverse clientele. Committed to giving back, they are actively involved with local nonprofits in education and social support services.
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