Crpc Patrick Lizza Crps Efc Cepa
Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He... | La Quinta, California, United States
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Crpc Patrick Lizza Crps Efc Cepa’s Emails cr****@ub****.com
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Crpc Patrick Lizza Crps Efc Cepa’s Location La Quinta, California, United States
Crpc Patrick Lizza Crps Efc Cepa’s Expertise Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He joined UBS in 2011 and has worked with the team to hone their client focused approach. Aligned Wealth Partners has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved. Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. and Board of Directors for the Desert World Affairs Council. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Crpc Patrick Lizza Crps Efc Cepa’s Current Industry Ubs
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Director - Branch Manager, CRPC® CRPS®, EFC, CEPA®
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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Crpc Patrick Lizza Crps Efc Cepa is located at
La Quinta, California, United States -
Crpc Patrick Lizza Crps Efc Cepa is a
Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He joined UBS in 2011 and has worked with the team to hone their client focused approach. Aligned Wealth Partners has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved. Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. and Board of Directors for the Desert World Affairs Council. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** Ubs -
Crpc Patrick Lizza Crps Efc Cepa currently works in the
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Crpc Patrick Lizza Crps Efc Cepa specializes in
Pat is the Branch Manager in the Indian Wells office and a member of Aligned Wealth Partners. He joined UBS in 2011 and has worked with the team to hone their client focused approach. Aligned Wealth Partners has built a comprehensive wealth management practice serving select professionals, entrepreneurs, retirees and their families. With financial planning at its core, the team recognizes that every client has a unique set of circumstances and aspirations and employs a detailed discovery process that enables us to deeply understand not just the client's financial data, but more importantly, their values, goals, and relationships. This holistic approach enables the team to develop customized strategies specific to the client's needs which should maximize the probability that their objectives are achieved. Prior to UBS, Pat spent 17 years in the high end hospitality industry developing significant trust with clients and an understanding of their needs. He served as treasurer on the Board of Directors of Xavier Jesuit College Preparatory High School and currently serves on the Southwestern Growers Tournament Committee for the Boys and Girls Club of the Coachella Valley. and Board of Directors for the Desert World Affairs Council. Pat and his wife, Tricia, live in La Quinta and have two grown children, Meg and Hogan. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** -
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Crpc Patrick Lizza Crps Efc Cepa works at
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