Oreste Volkert - UBS Financial Services Inc. is a reputable wealth management firm located in Brea, CA. Led by Rusty, a First Vice President and Wealth Management Financial Advisor, the firm offers comprehensive financial planning services, specializing in retirement, estate, education, and asset allocation. With extensive knowledge and experience in the industry, Rusty provides insightful advice and consulting services to meet the unique needs of both individual and corporate clients.
Before joining the financial services industry, Rusty had a successful career as a professional baseball player for the Toronto Blue Jays Organization. He holds a Bachelor's Degree in Business Administration, with an emphasis in Finance, from the University of Southern California. Rusty is actively involved with the USC Alumni Association and is dedicated to helping his clients confidently pursue their life goals.
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