Goleta Magazine 2018 - 2

How do I retire the way I want?
Conﬁdence starts with a plan
A longer life expectancy and rising healthcare costs could jeopardize the retirement you
always imagined. I can help you be more conﬁdent you're on track for the retirement you
want, through a clear plan that we create, together.
For some of life's questions, you're not alone. Together we can ﬁnd an answer.
Christopher T. Gallo, CFP®,
CIMA®
CPWA®
Vice President - Wealth
Management
Portfolio Manager
805-453-7912
christopher.t.gallo@ubs.com

UBS Financial Services Inc.
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101-7146
805-730-3425 800-262-4774

ubs.com/fa/christophertgallo/
As a ﬁrm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment
advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important
that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products
or services we offer. For more information visit our website at ubs.com/workingwithus. Certiﬁed Financial Planner Board of Standards Inc. owns the certiﬁcation marks
CFP®, Certiﬁed Financial Planner™ and federally registered CFP (with ﬂame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial
and ongoing certiﬁcation requirements. CIMA® is a registered certiﬁcation mark of the Investment Management Consultants Association, Inc. in the United States of
America and worldwide. © UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. D-UBS-72551708

http://ubs.com/fa/christophertgallo/ http://ubs.com/fa/workingwithus

Table of Contents for the Digital Edition of Goleta Magazine 2018