Two UBS Advisors in San Diego, CA, Named to the Forbes/SHOOK Top Next-Gen Wealth Advisors List
September 28 2021 - 2:31PM
Business Wire
UBS Wealth Management USA announced today that two Financial
Advisors in San Diego, California, have been named to the
Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021.
Kalyn Maher Walker, based in the Carmel Valley branch, and Stephen
LaFata, based in the La Jolla branch, were named to the list.
“These advisors are diligent in increasing their knowledge to
better support their clients,” said Chris Marsh, San Diego Market
Head at UBS Wealth Management USA. “Both Kalyn and Stephen have a
focus on business owners who, even though they are close to or
already in retirement, trust their expertise and guidance to make
decisions that will help them leave a meaningful legacy.”
“It’s great to see Stephen and Kalyn recognized by Forbes for
setting excellent examples among those that work with them and for
younger people entering the profession,” said Todd Locicero, West
Coast Market Head at UBS Private Wealth Management. “We are
exceedingly proud of them and their teams.”
As a Private Wealth Advisor, Stephen LaFata advises affluent
families and successful business owners with their financial
planning and investment needs. In 2020, he was recognized by UBS as
a Rising Advisor and this is the first time he has been named to
the Forbes/SHOOK Top Next-Gen list. He holds both Certified Private
Wealth Advisor (CPWA®) and Certified Exit Planning Advisor (CEPA®)
designations. Stephen has an M.B.A. from the Wharton School at the
University of Pennsylvania, graduating with honors, and has B.S.
and B.A. degrees in mathematics and economics, graduating magna cum
laude from Duke University. Stephen is an active member of the San
Diego theatre community.
This is the third year that Kalyn Maher Walker has been named to
the Forbes/Shook Next-Gen list. Through her dedication to clients,
Kalyn has also been named to various other industry accolades from
publications such as Financial Planning, REP Magazine and
WealthManagement.com. She holds Series 7, 66 FINRA securities and
the State of California Insurance licenses and is also a Certified
Exit Planning Advisor (CEPA®). Kalyn earned her B.S. in Finance
from the Leavy School of Business at Santa Clara University.
The 2021 Forbes/SHOOK Research Top Next-Gen list includes 500
rising advisors who help manage over $1 trillion in client assets.
Each advisor was nominated by their firm, then vetted and ranked by
SHOOK Research.
For the full list and further information visit:
https://www.forbes.com/top-next-gen-advisors/#640c05f36df0
Notes to Editors
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
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