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Encino - Investment Mgmt |
Specialties: Financial Advisor - Wealth Management |
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Jason KrischerFinancial Advisor - Vice President - UBS Financial Services Inc.
We are a Private Wealth Team providing customized planning and investment advice to entrepreneurs, mid-market business owners and corporate executives. We work with our clients' other trusted advisors to deliver a high-touch family office experience.
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(818)377-8860
(818)377-8841 Fax
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15821 Ventura Blvd
Encino, CA 91436-4780 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor - Wealth Management |
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| Group |
ENC2 [EC] |
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| Business Name |
UBS Financial Services Inc. |
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| Title |
Financial Advisor - Vice President |
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| Address |
15821 Ventura Blvd
Suite 670
Encino, CA 91436-4780
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| Work Phone |
(818)377-8860 |
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| Fax |
(818)377-8841 |
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| Web Site |
www.ubs.com/team/ofgk |
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| Member Since |
1/2010
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The Orcutt/Fasano Wealth Management Group brings an experienced perspective in managing personal wealth by coordinating the capabilities of UBS with our clients' other tax and legal representatives (or professionals we recommend). We aim to deliver a customized wealth management experience to ensure that our clients' tax, estate, trust, investment, business, charitable, and family goals are met and addressed by a deep bench of first-rate specialists.
Our philosophy and process requires all clients to go through rigorous financial planning regimen to clarify goals and needs so we are best able to determine how to utilize assets and liabilities to meet short and long term goals.
Once we fully understand our client, we implement a strategic and tactical allocation in our core-satellite philosophy to stocks, bonds and alternative investments designed to produce a target return over inflation (CPI). We utilize first-rate institutional professional money managers and proprietary portfolios.
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Financial Planning, Proprietary Portfolio Management, Liquidity Event Planning, Customized Reporting, Concentrated Stock Management, Secured Lending, and Investment Allocation Recommendations.
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High Net Worth and Ultra High Net Worth entrepreneurs, businesses owners and corporate executives.
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Various including manufacturing, real estate, entertainment, green technology and professionals.
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| Charities |
Para Los Ninos
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| Graduate Degrees |
Southwestern University School of Law, J.D., Summa Cum Laude
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| College Degrees |
University of Illinois, B.S. Finance, with Honors
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| Organizations |
Certified Financial Planner Professional
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| License Number |
CRD# 4935179
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