Exhibitor Directory
UBS is a leading global financial services firm, headquartered in Geneva, Switzerland. As a financial advisor at UBS, Joshua Levine works with individual investors, small businesses, nonprofits, and endowments to address their short- and long-term financial needs. In addition to providing financial planning and a comprehensive package of financial services, Joshua has a core strength in Socially Responsible Investing. Joshua prides himself in establishing a consultative relationship with his clients to preserve their wealth and develop a properly diversified portfolio. He then strives to empower his clients to make investment decisions that are in accordance with their personal ethics.
- Website
- http://www.ubs.com
- Telephone
- 925-746-0234
- Fax
- 925-746-0280
- Investment Advisor; Socially Responsible Investing
- Visited
- 104
- Address
- 2185 N California Blvd #400, Walnut Creek, CA, USA, 94596
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