Title: Wealth Advisor
Company: UBS Financial
Location: Alamo, California, United States
David L. Reppas, CFP®, Wealth Advisor at UBS Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial management.
Since 2009, Mr. Reppas has provided superior service as senior vice president of wealth management and portfolio manager with UBS Financial in Walnut Creek, California. There, he leads a successful Sentinel Wealth Consulting Group team of nine members offering more than 100 years of experience in the financial service industry and managing over 900 million in assets. Mr. Reppas positions clients to achieve financial security by providing solid financial advice and coaching them through life’s challenges and goals.
With more than three decades years of industry experience working at Smith Barney and its predecessor firms, Mr. Reppas offers services in investment planning, retirement planning and strategic business transition planning to individuals and business owner executives, and also works closely with corporate plan sponsors and third-party administrators to offer retirement solutions and planning for business owners. He received his Wealth Advisor designation in 2012.
Following obtaining an associate of arts in general studies in 1979 from Chabot College in Hayward, California, Mr. Reppas continued his education with a Bachelor of Science in finance and economics from California State University, Chico in 1982. He then found success as a financial planner with stock brokerage firm EF Hutton from 1987 to 1988 and senior vice president with Morgan Stanley in Pleasanton, California from 1988 to 2009. He is licensed as a Certified Financial Planner (CFP) and is Financial Industry Regulatory Authority licensed in Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Michigan, Missouri, North Carolina, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia and Washington.
Besides his success in financial advising, Mr. Rappas is a trap shooter involved in competing at state and national tournaments, a passion he developed with his father, a Hall of Fame shooter. He owns and operates a small vineyard making wine which he enjoys as a hobby.
Mr. Reppas’s interest in finance was ignited by a college finance instructor, who was also a broker. After earning a degree in finance and economics and working for the family business, he decided to fully immerse himself in the financial service industry. He did not have any money or connections, and he diligently worked his way up the corporate ladder. According to Mr. Rappas, his strong passion for his work kept failure at bay and made it consistently exciting. As a career highlight, he is proud to have helmed the Sentinel Wealth Consulting Group, a very successful nine-person team of financial planning experts over the years. They are recognized as one of the most important teams in the industry. All of them have an impressive range and longevity of experience in the world of financial services, including a member who has worked in the business for more than 50 years. In the coming years, Mr. Reppas is hoping for continued success with UBS Financial and helping his daughter who aspires to become an FBI agent.
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