Steven Cox, CFP - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 400 S El Camino Real #900, San Mateo, CA 94402
- Phone
- (650) 696-1318
- Website
- advisors.ubs.com
- County
- San Mateo County
About
Whether you need help building a retirement plan or simply want a clearer view of your long-term finances, Steven Cox, CFP - UBS Financial Services Inc. offers financial planning and investment guidance tailored to you. We are a financial planning practice serving individuals and families across San Mateo and the Peninsula, with our work grounded in the Certified Financial Planner standard.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your situation rather than a generic model. We focus on the decisions that shape long-term security, including investment strategy, retirement planning and the steps needed to keep your finances on track as life changes.
Clients tell us they value a patient, straightforward conversation that explains each option in plain language before any decision is made.
Book through our booking page to schedule a conversation about where you are today and where you want to be.
Our approach starts with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your situation rather than a generic model. We focus on the decisions that shape long-term security, including investment strategy, retirement planning and the steps needed to keep your finances on track as life changes.
Clients tell us they value a patient, straightforward conversation that explains each option in plain language before any decision is made.
Book through our booking page to schedule a conversation about where you are today and where you want to be.