Richard Ina, Aams®
About Richard Ina, Aams®
Richard Ina, Aams®, serves as the Managing Director of Wealth Management at UBS, where he has worked since 2010. He has a background in accounting and financial management, and he has made significant contributions to the field through various leadership roles and media appearances.
Work at UBS
Richard Ina has served as Managing Director in Wealth Management at UBS since 2010. Over his 14-year tenure, he has established himself as a distinguished member of the Pinnacle Council, which represents the top 1.5% of all advisors at UBS. Ina has also been appointed to the UBS FA Advisory Council, a select group of 14 advisors chosen from a pool of 7,000 UBS Advisors across the United States.
Education and Expertise
Richard Ina holds a Bachelor of Science in Business Administration (B.S.B.A.) in Accounting from John Carroll University. He furthered his education at the College for Financial Planning, where he earned the designation of Certified Financial Manager and Accredited Asset Management Specialist. His educational background provides a solid foundation for his expertise in wealth management and financial planning.
Background
Richard Ina began his investment career in Cleveland in 1987, focusing on wealth planning. Prior to this, he worked as an Auditor at Deloitte & Touche from 1985 to 1987. In 2003, he relocated his practice to San Diego, where he continues to serve clients in wealth management.
Achievements
Richard Ina has made several appearances on CNBC, showcasing his insights in wealth management. He has been featured in various articles in publications such as On Wall Street, Investment News, and Bank Investment Consultant. Additionally, he served as the Past President of the American Diabetes Association for the Cleveland Chapter, demonstrating his commitment to community involvement.