Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU–(BUSINESS WIRE)–
UBS Wealth Management USA announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2025. One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.
The UBS advisors named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list are:
- Lori Hamano, CPWA®, CEPA®, Honolulu, HI – third year on this list
- Panfang “Pam” Fu, CRPS™, CRPC™, Newport Beach, CA – third year on this list
- Lynne Sebastian, Newport Beach, CA – sixth year on this list
- Candice Gleeson, CFP®, CRPC™, Downtown San Diego, CA – third year on this list
- Courtney Liddy, CRPC™, Downtown San Diego, CA – seventh year on the Top Women Wealth Advisors nationwide list and fourth time on the Top Women Advisors Best-in-State list
- Christina Gustin, CPWA®, Downtown San Diego, CA – first year on this list
- Natalie Barron, CFP®, CEPA®, CRPS™, Seal Beach, CA – fourth year on this list
- Lisa Chapman, CFP®, CIMA®, CRPS™, Seal Beach, CA – fourth year on this list
- Lindsay Mais, CFP®, CDFA®, FPQP®, Seal Beach, CA – third year on this list
“We are incredibly proud to see these talented advisors recognized for their achievements and deep commitment to providing clients with personalized, sophisticated advice, and to see so many of them recognized for many years,” said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA. “Clients rely on these professionals to listen carefully and create financial plans and strategies that consider their unique goals, needs, and dreams. Congratulations to each of them on this tremendous achievement.”
Now in her seventh year being named to the Forbes America’s Top Women Wealth Advisors lists (2019-2025), Courtney Liddy is a Managing Director and Private Wealth Advisor based in the firm’s downtown San Diego office, where she and her team serve high-net worth individuals, families, foundations and businesses. In addition to ranking #4 on this year’s Forbes Best-in-State Women Wealth Advisors list, Courtney also has previously been recognized by Barron’s on its Top 100 Women Advisors (2021, 2023).
The ninth annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 100 women with proven track records who manage cumulative assets of roughly $386 billion; the full list, including Best-in-State Women Wealth Advisors, features 2,400 women who manage cumulative assets of about $3.6 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms. For the full list, please visit: https://www.forbes.com/lists/top-women-advisors/
The Forbes’ lists were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
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