San Diego’s Financial Advisors Shine on Forbes’ Lists

Categories: California Business NewsCalifornia News

San Diego, home to top financial advisors celebrated by Forbes.

News Summary

UBS Wealth Management USA proudly announces that nine of its talented financial advisors have achieved recognition on Forbes’ Top Women Wealth Advisors and Best-In-State lists for 2025. Among them, Courtney Liddy stands out for her outstanding performance, ranking #4 in her category. This achievement highlights the dedication to personalized financial advice from these exceptional professionals, who collectively manage trillions in assets, underscoring the growing influence of women in the financial industry.

San Diego Shines with Top Financial Advisors

In a dazzling achievement for both Southern California and Hawaii, UBS Wealth Management USA recently announced that nine of its financial advisors have made the cut for Forbes’ coveted Top Women Wealth Advisors and Best-In-State lists for 2025. What a fantastic way to recognize the hard work and dedication these talented professionals put into helping their clients navigate the often complex world of finance!

Spotlight on Exceptional Talent

Leading the charge is Courtney Liddy, who has earned a place on the Top 100 Women Wealth Advisors list for an impressive seventh year in a row! Her hard work truly pays off, as she ranks #4 on the prestigious Forbes Best-in-State Women Wealth Advisors list for 2025. Based in downtown San Diego, Liddy’s impressive resume includes serving high-net-worth individuals, families, foundations, and businesses alike. This kind of personalized attention and expertise is likely what sets her apart from the crowd.

A Celebration of Achievement

The recognition of these nine advisors isn’t just a big win for them individually, but it also showcases the exceptional talent that UBS has to offer in the financial realm. Justin Frame, the Pacific Desert Market Executive at UBS, shared a sense of pride in the achievements of these advisors. Their dedication to delivering personalized financial advice makes a meaningful difference in the lives of their clients.

A Closer Look at the Rankings

So what does it take to be recognized among the elite? The ninth annual rankings compiled by Forbes and SHOOK Research highlight 100 women managing a jaw-dropping $386 billion in cumulative assets. The full Best-in-State Women Wealth Advisors list includes a staggering 2,400 women managing a mind-boggling total of about $3.6 trillion in assets. These impressive figures illustrate just how vital and influential women are becoming in the financial industry.

What Goes Into the Rankings?

The selection process for these top advisors is thorough and rigorous. Rankings are based on a combination of quantitative and qualitative data, which includes extensive interviews. This careful evaluation ensures that only the most qualified professionals make it to the final list. Being featured among such esteemed company is no small feat, and it speaks volumes about the level of service these advisors provide.

The Bigger Picture

UBS itself stands as a titan in the world of wealth management. Headquartered in Zurich, Switzerland, the firm operates in over 50 markets around the globe. Following its acquisition of Credit Suisse in 2023, UBS now manages approximately $5.5 trillion in invested assets. This incredible capacity allows UBS’s advisors to not only serve their local communities but also connect with a wider network on a global scale.

A Bright Future Ahead

As we celebrate the achievements of these nine outstanding advisors from Southern California and Hawaii, it’s clear that the future of wealth management is bright, particularly with talented women leading the charge. With experts like Courtney Liddy and her exceptional peers at the helm, clients can feel confident that their financial journeys are in the best of hands. It’s a thrilling time to witness the rise of women in the world of finance, and we can’t wait to see what more they’ll accomplish in the years to come!