Forbes has recognized five UBS Financial Advisors

based in Southern California and Hawaii as Top Women Wealth Advisors

UBS Wealth Management USA proudly announces that five financial advisors based in Southern California and Hawaii, part of the firm’s Pacific Desert market, have earned esteemed spots on the 2024 Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists. Notably, Courtney Liddy has secured a place among the Top 100 Women Wealth Advisors nationwide, ranking #21 on Forbes’ prestigious list.

The recognized UBS advisors for the 2024 Forbes Top Women Wealth Advisors Best-In-State list are:

  • Lori Hamano, CPWA®, CEPA®, Honolulu
  • Panfang “Pam” Fu, CRPS™, CRPC™, Newport Beach
  • Lynne Sebastian, Newport Beach
  • Candice Gleeson, CFP®, CRPC™, Downtown San Diego
  • Courtney Liddy, CRPC™, Downtown San Diego

Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA, expressed immense pride in the advisors’ accomplishments, highlighting their dedication to delivering personalized and sophisticated financial advice tailored to clients’ unique goals and needs.

Courtney Liddy, a Managing Director and fully accredited Private Wealth Advisor based in downtown San Diego, has consistently demonstrated exceptional performance. Ranking #21 on this year’s list, Courtney has previously earned recognition from both Forbes and Barron’s. This marks her sixth consecutive appearance on the Forbes America’s Top Women Wealth Advisors list (2019-2024), alongside previous acknowledgments as a Forbes Best-in-State Wealth Advisor (2019-2023) and inclusion in Barron’s Top 100 Women Advisors (2021, 2023).

The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list comprises 1,991 women overseeing combined assets exceeding $2.8 trillion, while the Top Women Wealth Advisors list features 100 women managing nearly $284 billion in cumulative assets.

For the complete Forbes lists and rankings, visit the following links:

  • Forbes Top Women Wealth Advisors Best-In-State: Link
  • Forbes Top Women Wealth Advisors: Link

Compiled by SHOOK Research, the rankings utilize financial data and interviews with candidates nominated by their respective firms.

Notes to Editors: Photos available upon request

About UBS UBS is a leading global wealth manager and the foremost universal bank in Switzerland, offering diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages $5.5 trillion of invested assets as per the second quarter of 2023. UBS helps clients achieve their financial goals through personalized advice, solutions, and products, operating in over 50 markets worldwide. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

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