warren coughlin recognized in forbes top next-gen wealth advisor list

Warren Coughlin, a Private Wealth Advisor at UBS Private Wealth Management in Los Angeles, has been recognized as one of the top Next-Gen Best-in-State Wealth Advisors by Forbes for the third consecutive year.

Background

Coughlin's practice focuses on serving the needs of founders and entrepreneurs, providing tailored financial strategies for wealth management. He is part of Presidio Partners, a Private Wealth team at UBS that specializes in working with tech founders and entrepreneurs. The team has advised numerous co-founders of "unicorn" companies and guided clients through significant liquidity events.

Recognition

Lauren Gorsche, the UBS Los Angeles Market Executive, commended Coughlin for his achievements and his role in transforming the advisory landscape. Coughlin's recognition reflects the increasing prioritization of the needs of entrepreneurs and tech founders in the wealth management industry.

Forbes/SHOOK Top Next-Gen Advisors Best-In-State List

The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list is a rigorous selection process that evaluates advisors based on quantitative and qualitative data. UBS, a global leader in wealth management, manages an impressive amount of invested assets and is committed to helping clients achieve their financial goals.

Changing Dynamics in the Industry

The success of Presidio Partners exemplifies the changing dynamics within the industry, with a growing demand for advisors who understand startup culture and financial growth. This shift benefits clients and elevates the standards of service in the wealth management sector.

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