Michael R. Giordano

Michael R. Giordano

Senior VP Wealth Management @ UBS

About Michael R. Giordano

Michael R. Giordano serves as the Senior Vice President of Wealth Management at UBS, where he has worked for 45 years. He focuses on personalized financial advice and advocates for strong client relationships through active listening.

Work at UBS

Michael R. Giordano has held the position of Senior Vice President of Wealth Management at UBS since 1979. With over 45 years of experience in the Greater Los Angeles Area, he specializes in providing personalized financial advice. His approach focuses on understanding individual client needs and goals, ensuring that clients receive tailored financial strategies. Giordano's long tenure at UBS reflects his commitment to building strong client relationships and delivering effective wealth management solutions.

Education and Expertise

Michael R. Giordano earned a Bachelor of Science degree in Aerospace Engineering from California Polytechnic University-Pomona in 2013. Prior to this, he studied Finance Marketing Management at the University of Utah, where he obtained his MBA between 1972 and 1974. His educational background equips him with a diverse skill set that enhances his financial advisory capabilities, allowing him to address complex client needs effectively.

Background

Before his career in wealth management, Michael R. Giordano served as a Captain in the United States Air Force from 1970 to 1979. This nine-year experience in the military provided him with leadership skills and a disciplined approach to problem-solving. His background in aerospace engineering and finance further complements his expertise in financial services, allowing him to integrate technical knowledge with financial acumen.

Client Relationship Advocacy

Michael R. Giordano advocates for building strong client relationships through active listening and understanding client concerns. He emphasizes the importance of aligning all aspects of a client's financial life to achieve their wealth objectives. This client-centric approach is a cornerstone of his practice, ensuring that clients feel valued and understood in their financial journeys.

Licensing and Service Areas

Michael R. Giordano is licensed to provide financial services in 20 states across the United States, including key markets such as California, New York, and Texas. This broad licensing allows him to serve a diverse clientele and cater to various financial needs, enhancing his ability to offer comprehensive wealth management solutions.

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