{"id":950865,"date":"2026-04-13T12:57:09","date_gmt":"2026-04-13T16:57:09","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\/"},"modified":"2026-04-13T12:57:09","modified_gmt":"2026-04-13T16:57:09","slug":"nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\/","title":{"rendered":"Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State"},"content":{"rendered":"<p>        <!--.bwlistdisc { list-style-type: disc }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State<\/b><\/p>\n<p><b>UBS\u2019s Courtney Liddy in San Diego also recognized on Forbes America\u2019s Top 100 Women Wealth Advisors nationwide<\/b><\/p>\n<p>SAN DIEGO &amp; NEWPORT BEACH, Calif. &amp; HONOLULU&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com%2Fus%2Fen%2Fwealth-management.html&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=UBS+Wealth+Management+US&amp;index=1&amp;md5=003672c2ddbeca897609beb728f51b65\">UBS Wealth Management US<\/a> announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm\u2019s <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Flocal.ubs.com%2Fpacificdesertmarket%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Pacific+Desert+Market&amp;index=2&amp;md5=4e94f9b3ed37230145d73af1c0477ce6\">Pacific Desert Market<\/a> have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list.<\/p>\n<p>\nOne of the advisors, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fliddygroup%2Fmeet-the-team.htm&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Courtney+Liddy&amp;index=3&amp;md5=d0ddf7fd4da12be82baf17cde4cd5a67\">Courtney Liddy<\/a>, has also been recognized by Forbes for the eighth year in a row as one of America\u2019s Top 100 Women Wealth Advisors nationwide, in addition to being recognized for the fifth time on the Forbes Top Women Advisors Best-in-State list.<\/p>\n<p>\nThe UBS advisors named on the list are:<\/p>\n<ul class=\"bwlistdisc\">\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fhamanoyoneshige%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Lori+Hamano&amp;index=4&amp;md5=a80246b8dc121bbc9178996bc0d71271\"><b>Lori Hamano<\/b><\/a>, Honolulu, HI\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fpanfang.fu%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Panfang+%26%238220%3BPam%26%238221%3B+Fu&amp;index=5&amp;md5=58227feba229cbc583bb66b6985c2955\"><b>Panfang \u201cPam\u201d Fu<\/b><\/a>, Newport Beach, CA\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Flynne.sebastian%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Lynne+Sebastian&amp;index=6&amp;md5=6e1452455a17ef3dbfe17106d5421843\"><b>Lynne Sebastian<\/b><\/a>, Newport Beach, CA\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fandreasengleesongroup%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Candice+Gleeson&amp;index=7&amp;md5=47ecab6e377256313fdc4618be961b4c\"><b>Candice Gleeson<\/b><\/a>, Downtown San Diego, CA\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fliddygroup%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Courtney+Liddy&amp;index=8&amp;md5=0168e489eeffcf6d50b76115c39bebd5\"><b>Courtney Liddy<\/b><\/a>, Downtown San Diego, CA\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Frkg%2FMeet-the-team.htm&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Christina+Gustin&amp;index=9&amp;md5=847355917ac37905e6ff79d9cad4c2bb\"><b>Christina Gustin<\/b><\/a><b>, <\/b>Downtown San Diego, CA\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fliling.lee%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Liling+Lee&amp;index=10&amp;md5=301cd38468a714724790331378e6a582\"><b>Liling Lee<\/b><\/a><b>, <\/b>Irvine, CA \u2013 UBS International\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Fprofile%2Fsunny-kuo-neilon%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Sunny+Kuo+Neilon&amp;index=11&amp;md5=66ae3ad8f7e78f4397da89dcae28636b\"><b>Sunny Kuo Neilon<\/b><\/a>, Brea, CA \u2013 UBS International\n<\/li>\n<li><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Fprofile%2Famy-mei%2F%3Flist%3Dbest-in-state-women-advisors&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Amy+Mei&amp;index=12&amp;md5=74afed7bbc6af7d775f9886932f3743a\"><b>Amy Mei<\/b><\/a>, Brea, CA \u2013 UBS International\n<\/li>\n<\/ul>\n<p>\n\u201cWe celebrate these financial advisors for their professionalism, commitment, and the deep relationships they build with their clients,&#8221; said <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Flocal.ubs.com%2Fpacificdesertmarket%2Fmeet-the-team.htm&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Justin+Frame%2C+Pacific+Desert+Market+Executive+at+UBS&amp;index=13&amp;md5=fd58da7b9b66e72656c678c7f5bcf455\">Justin Frame, Pacific Desert Market Executive at UBS<\/a>. \u201cThese advisors take the time to listen, understand what matters most, and craft customized financial strategies that align with each client\u2019s goals. We are thrilled by their accomplishments and honored to see them recognized.\u201d<\/p>\n<p>\nThis marks the eighth year Courtney Liddy, Managing Director and Private Wealth Advisor in UBS\u2019s downtown San Diego office, has been named to the Forbes America\u2019s Top Women Wealth Advisors lists. She has been providing financial and wealth management services to high-net-worth clients for over two decades and has also previously been recognized by Barron\u2019s on its Top 100 Women Advisors (2021, 2023).<\/p>\n<p>\nThe tenth annual ranking of <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-women-advisors%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Forbes+%7C+SHOOK+America%26%238217%3Bs+Top+Women+Wealth+Advisors&amp;index=14&amp;md5=2161c0423b221c73a148f7b86b4739af\">Forbes | SHOOK America\u2019s Top Women Wealth Advisors<\/a> features 100 women with proven track records who manage cumulative assets of more than $400 billion.<\/p>\n<p>\nThe tenth annual ranking of <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Flists%2Fbest-in-state-women-advisors%2F&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=Forbes+%7C+SHOOK+Top+Women+Wealth+Advisors+Best-In-State&amp;index=15&amp;md5=25e4504c539f969e6ed5cd981e99bbfd\">Forbes | SHOOK Top Women Wealth Advisors Best-In-State<\/a> highlights more than 2,800 women across the country with proven track records, collectively managing nearly $4 trillion in assets. Forbes\u2019 rankings were compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank candidates nominated by their firms.<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS 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. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions, and products. Headquartered in Zurich, Switzerland, the firm operates 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).<\/p>\n<p>\n\u00a9 UBS 2025. 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. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260413485164r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260413485164\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260413485164\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Hilary McCarthy<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:hilary@clearpointagency.com\">hilary@clearpointagency.com<br \/>\n<\/a><br \/>774-364-1440<br \/>\n<br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54497825&amp;newsitemid=20260413485164&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=16&amp;md5=ba3a6358f8cdc556ce0e0f89fa488cc6\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> California Hawaii United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Personal Finance Finance Banking Professional Services Asset Management<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260413485164\/en\/2772488\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State UBS\u2019s Courtney Liddy in San Diego also recognized on Forbes America\u2019s Top 100 Women Wealth Advisors nationwide SAN DIEGO &amp; NEWPORT BEACH, Calif. &amp; HONOLULU&#8211;(BUSINESS WIRE)&#8211;UBS Wealth Management US announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm\u2019s Pacific Desert Market have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. One of the advisors, Courtney Liddy, has also been recognized by Forbes for the eighth year in a row as one of America\u2019s Top 100 Women Wealth Advisors nationwide, in addition to being recognized for the fifth time on the Forbes Top &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-950865","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State UBS\u2019s Courtney Liddy in San Diego also recognized on Forbes America\u2019s Top 100 Women Wealth Advisors nationwide SAN DIEGO &amp; NEWPORT BEACH, Calif. &amp; HONOLULU&#8211;(BUSINESS WIRE)&#8211;UBS Wealth Management US announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm\u2019s Pacific Desert Market have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. One of the advisors, Courtney Liddy, has also been recognized by Forbes for the eighth year in a row as one of America\u2019s Top 100 Women Wealth Advisors nationwide, in addition to being recognized for the fifth time on the Forbes Top &hellip; Continue reading &quot;Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-13T16:57:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260413485164r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State\",\"datePublished\":\"2026-04-13T16:57:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/\"},\"wordCount\":595,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20260413485164r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/nine-ubs-financial-advisors-in-southern-california-hawaii-named-to-forbes-top-women-wealth-advisors-best-in-state\\\/\",\"name\":\"Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors Best-In-State - 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