Meet Oscar Vega, RICP®"
Oscar Vega is the founder & CEO of UBC Wealth Management an independent investment advisory firm that does not represent any particular carrier or product, therefore acts solely in your best interest. We are fiduciary’s. We can advise you on any product or service.
Oscar focuses on getting clients above market returns with below market risk or no risk at all. Oscar specializes in wealth accumulation, retirement income planning, tax withdraw planning, estate planning and setting up Charitable Remainder Trust (CRT).
Oscar holds the RICP designation which means Oscar has a specialized education in retirement income, and is committed to professional and ethical best practices.
Over the last 25 years Oscar has helped hundreds of retirees, people nearing retirement and business owners achieve confidence by designing personalized retirement strategies for conservative investors while not sacrificing growth potential. This insight gives us the most efficient strategies when it comes to designing your retirement.
“The commitment of UBC Wealth Management to every client has driven unprecedented growth based on client endorsements and client referrals.”