HFG Wealth Management of UBS Financial Services, Inc.

Brad Fine,
CFP®, Senior Vice President,
Senior Portfolio Manager
Brad Hamlin,
Senior Vice President,
Senior Portfolio Manager
Shawn V. Gruver,
CFP®, Vice President,
Senior Portfolio Manager
Carl Pestelos, Financial Advisor
John Szymura, Financial Advisor

Brad Hamlin, Senior Vice President, Senior Portfolio Manager
Brad Fine, CFP®, Senior Vice President, Senior Portfolio Manager
Shawn V. Gruver, CFP®, Vice President, Senior Portfolio Manager
Carl Pestelos & John Szymura, Financial Advisors

 

777 S. Figueroa St., Suite 5200 in Los Angeles
800-624-9289 | ubs.com/team/hfgwealthmanagement

Founded in 1993, Hamlin Fine Gruver Wealth Management manages more than $400 million in assets. The group values collaboration with their clients, taking the time to understand their needs, goals and dreams. This deep understanding, combined with UBS Financial’s powerful global resources, lays the foundation for a strong and enduring relationship with each client.

Brad Fine, Brad Hamlin, Shawn Gruver, and John Szymura all graduated from the University of Southern California. In order to keep some balance on the team Carl Pestelos is the lone UCLA graduate. Brad Hamlin is a competitive triathlete and mountaineer. Brad Fine is an outdoorsman and long time student of Brazilian Jiu Jitsu and still trains at the original Torrance Gracie Academy. Shawn Gruver is an avid Freestyle skier, beach volleyball player and is fluent in German. Carl is also a passionate triathlete and mountaineer, while John is an expert fisherman and outdoorsman.

Why do clients choose you?

“Clients hire us because we (1) focus on the importance of who they are and what they are trying to accomplish; (2) assume the burden of the day-to-day work necessary for the successful achievement of their financial goals; (3) have an unyielding work ethic and 59 years of cumulative wealth management experience; (4) earn their trust once—and work every day to keep it.”

"We know that money is hard to make and harder to keep, so we make sure it is managed properly.”

What is your process?

“Everything we do at HFG Wealth Management is process-driven and designed to make our clients’ lives easier. Our process is the culmination of decades of experience and one that would be impossible to describe in just a few sentences.” 

What’s the most common mistake people make with their money? 

“We believe too many people are willing to accept the status quo with their advisor. We see too many portfolios where inertia turns one year of mediocrity into five years of poor performance. We know that money is hard to make and harder to keep, so we make sure it is managed properly.”

What peace of mind do clients have when working with you?

“We have all heard   the stories or know someone who worked their whole life, put kids through school, did everything correctly—only to wake up and realize that they can’t retire or continue their current lifestyle. The confidence we help provide to clients is helping them not be that person.”

As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
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Observing the winter landscape and wildlife while on a guided nature hike down the Discovery Trail to the Terranea Resort, parents and their children connected to the natural beauty of the peninsula’s coastline habitat restored by the Conservancy and used it as artistic inspiration for creating their own impressionist masterpieces at this event hosted by the Palos Verdes Peninsula Land Conservancy and Art to Grow On, Inc.

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