A CFP is a Certified Financial Planner, a professional credential awarded to individuals who have completed education, passed a comprehensive exam, and met ethical and experience requirements in personal financial planning. For investors, a CFP signals that an advisor is trained to create and coordinate plans for saving, investing, taxes, insurance and retirement—think of them as a trusted architect who helps design a practical roadmap for your financial goals.
cimafinancial
CIMA is the financial regulator for the Cayman Islands, the government agency that oversees banks, investment funds, insurers and other financial services operating from that jurisdiction. Investors pay attention because CIMA’s rules, licenses and enforcement actions affect whether companies can legally operate, raise capital or list securities there—similar to how a building inspector’s approvals matter before a business can open and trade in a new location.
chfcfinancial
A Chartered Financial Consultant (ChFC) is a professional credential for financial advisers who complete a series of advanced courses covering investments, tax planning, insurance, retirement and estate strategies. For investors, a ChFC is a signal that an adviser has broad, specialized training and ongoing education—like hiring a surgeon who has completed extra certification—helping you expect more structured, knowledgeable guidance when making financial decisions.
crpsfinancial
Complex Regional Pain Syndrome (CRPS) is a long-lasting pain disorder in which the body’s pain signaling becomes exaggerated after an injury or without clear cause, like a home alarm that keeps blaring even after the danger is gone. It matters to investors because treatments, diagnostics, and devices for CRPS are a focus of clinical trials and regulatory review, creating potential market opportunities, revenue streams, and regulatory or liability risks for healthcare companies.
cepafinancial
A cepa is a particular genetic version, or “strain,” of a microorganism such as a virus or bacterium; think of it like a model of a car made from the same factory but with slightly different parts. For investors, knowing which cepa is involved matters because different strains can change how contagious or severe an illness is and whether diagnostics, treatments or vaccines work well, which in turn can affect healthcare demand, regulatory decisions and company prospects.
assets under managementfinancial
Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.
regulatory recordregulatory
A regulatory record is a company's history of formal interactions with government and industry regulators — filings, permits and approvals, inspection findings, compliance audits, warnings and enforcement actions. Like a driver's record shows how safely someone behaves on the road, a regulatory record shows how reliably a company follows rules; a clean record reduces legal and operational risk while violations or repeated problems can lead to fines, delays or restrictions that may hurt future revenue and share value.
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SAN DIEGO & HONOLULU--(BUSINESS WIRE)--
UBS Wealth Management US announced today that three of its financial advisors in California and Hawaii in the UBS Pacific Desert Market have been named to the Barron’s Top 1,500 Financial Advisors rankings list for 2026.
They include:
La Jolla, California: Braydon Hamilton, CFP®, CIMA® (also on the Barron’s Top 1,500 Financial Advisors list in 2025 and 2024), with 20+ years of experience, and specializing in financial planning and equity portfolio analysis to help clients build diversified portfolios customized to their unique financial plan.
Honolulu: Matthew Megorden, CFP®, CIMA® (also on the Barron’s Top 1,500 Financial Advisors list in 2025 and 2024) and with extensive experience working with high-net-worth entrepreneurs, as well as executives in technology and other sectors.
Honolulu: Daniel Shiu, CFP®, ChFC®, CRPS®, CEPA® (also on the list Barron’s Top 1,500 Financial Advisors in 2025) specializing in strategic planning for business owners to help business grow through personalized, proactive, and customized advice.
UBS’s Pacific Desert Market region is led by Managing Director and Market Executive Justin Frame.
“We are incredibly proud of these advisors for earning recognition on the 2026 Barron’s Top 1,500 Financial Advisors list,” said Frame. “This distinction is a testament to their exceptional professionalism, deep expertise, and unwavering commitment to serving UBS clients. Each of these advisors consistently goes above and beyond to provide thoughtful guidance, build lasting relationships, and help individuals and families navigate complex financial decisions with confidence,” said Frame.
The Barron’s Top 1500 Financial Advisors list spotlights the nation’s best wealth managers. The list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
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. 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).
