PROFILE
John Halperin
Wealth Advisor, UBS Wealth Management
Beverly Hills, California
Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
#54
California - Los Angeles (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About John Halperin
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President with UBS Financial Services Inc. He understands that it's the important things - our families, our values, the impact we have on others - that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When John talks about wealth management, he wants to learn about those life questions that are on your mind, and together, help you find the answers.
John's process for creating re... Read More
John's process for creating re... Read More
John has over 25 years of experience in private wealth management. He began his career with Shearson Lehman Brothers in 1993 and is currently a Senior Vice President with UBS Financial Services Inc. He understands that it's the important things - our families, our values, the impact we have on others - that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. When John talks about wealth management, he wants to learn about those life questions that are on your mind, and together, help you find the answers.
John's process for creating relevant financial solutions is built on a detailed understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions. With a depth of experience that gives him a clear perspective on the markets and life, John delivers independent, objective financial guidance.
A recognized leader in wealth management, John has earned national recognition as a Financial Advisor. In February 2018, 2019, 2020 and 2021 Forbes named John to the Best-in-State Wealth Advisors list for his comprehensive wealth management practices.
John received his MFA from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds both the Certified Investment Management Consultant designation and the UBS Wealth Advisor designation.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network, the Investment Management Consultants Association, and volunteers at weSpark Cancer Center and Jewish Big Brothers. John resides in Studio City, CA where he enjoys playing golf and spending time with his three kids and three dogs. Read Less
John's process for creating relevant financial solutions is built on a detailed understanding of your financial goals, the knowledge and expertise to offer practical solutions and the wisdom to help you make the right decisions. With a depth of experience that gives him a clear perspective on the markets and life, John delivers independent, objective financial guidance.
A recognized leader in wealth management, John has earned national recognition as a Financial Advisor. In February 2018, 2019, 2020 and 2021 Forbes named John to the Best-in-State Wealth Advisors list for his comprehensive wealth management practices.
John received his MFA from the University of Southern California and a B.A. from the University of Michigan, Ann Arbor. John holds both the Certified Investment Management Consultant designation and the UBS Wealth Advisor designation.
Outside of work, John strives to make a difference in the community. He is a member of the Motion Picture & Television Fund Professional Advisory Network, the Investment Management Consultants Association, and volunteers at weSpark Cancer Center and Jewish Big Brothers. John resides in Studio City, CA where he enjoys playing golf and spending time with his three kids and three dogs. Read Less
Schedule an introduction with John today.