Hunter Wolbach, Cfp
About Hunter Wolbach, Cfp
Hunter Wolbach is a Senior Vice President in Wealth Management at UBS, where he integrates advanced technologies into financial planning strategies. He has extensive educational background, including a Juris Doctorate and a Financial Planning Certificate, and has been involved in wealth management since 2006.
Work at UBS
Hunter Wolbach has served as Senior Vice President in Wealth Management at UBS since 2002. He has been involved in wealth management since the acquisition of Piper Jaffray's Private Wealth Management division by UBS in 2006. His role focuses on providing advanced financial planning services to a select group of successful families. Wolbach is committed to enhancing service delivery by integrating advanced technologies into financial planning strategies.
Education and Expertise
Hunter Wolbach has a diverse educational background. He earned a Bachelor of Arts in History from DePauw University, completing his studies from 1993 to 1997. He then attended the University of Kansas School of Law, where he achieved his Juris Doctorate from 1997 to 2000. Wolbach also holds a Master's degree in Urban Planning from the University of Kansas, which he completed from 1998 to 2000. Additionally, he studied at the University of Missouri-Kansas City, where he completed the Financial Planning Certificate Program in 2009.
Background
Hunter Wolbach has a strong foundation in both finance and law, which supports his role in wealth management. His career at UBS spans over two decades, during which he has developed expertise in integrating technology into financial planning. His focus on advanced technologies, such as artificial intelligence and robotics, reflects his commitment to adapting to changes in the financial landscape.
Achievements
Throughout his career, Hunter Wolbach has been recognized for his commitment to enhancing service delivery in wealth management. His focus on integrating technological advancements into financial planning strategies has positioned him as a leader in the field. Wolbach provides concierge-level financial planning services, catering to the unique needs of successful families.