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UBS Hires Financial Advisor Shahan Avakian in Walnut Creek

WALNUT CREEK, Calif.--(BUSINESS WIRE)--UBS Wealth Management US today announced that Shahan Avakian has joined the firm as a Financial Advisor. His team specializes in managing investments for non-profit organizations and homeowners’ associations, as well as traditional retirement planning for individuals, families, and business owners.

Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek office, managed by Market Director Joshua Breeden.

“On behalf of UBS, we're thrilled to welcome Shahan and Jennifer to our firm,” said Joshua Breeden, Walnut Creek Market Director at UBS. “Their extensive industry experience and unwavering dedication to their clients will be invaluable assets to our team. We are confident that Shahan and Jennifer will help us continue to enhance our client offerings and build lasting relationships in this key market.”

Shahan joins UBS from Morgan Stanley. He brings 25 years of experience as a Financial Advisor and is committed to providing clients with comprehensive wealth management strategies to help them achieve their goals and objectives. An experienced professional, Shahan has navigated his clients through three recessions by maintaining discipline and employing a well-informed decision-making process. His goal is to make a difference in his clients’ lives and is confident in guiding them towards their financial goals.

Shahan graduated from California State University Hayward with a Bachelor of Science degree in Business Administration-Finance.

Notes to Editors

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Contacts

Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com

Industry:

UBS

NYSE:UBS
Details
Headquarters: Zurich, Switzerland
CEO: Sergio Ermotti
Employees: 72,000
Organization: PUB
Release Versions
English

Contacts

Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com

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