Dean Meniktas

Q: What is Dean Meniktas email address?

Email Dean Meniktas at djpegan@gmail.com and dean.meniktas@ubs.com. This email is the most updated Dean Meniktas email found in 2026.

Q: How to contact Dean Meniktas?

To contact Dean Meniktas send an email to djpegan@gmail.com or dean.meniktas@ubs.com. If you want to call Dean Meniktas try calling on +19257889719. (updated on November 04, 2024)

Senior Vice President - Wealth Management, Wealth Advisor at UBS | San Francisco Bay Area

About Dean Meniktas

Dean Meniktas, a seasoned financial advisor with nearly three decades of experience, currently serves as a Senior Vice President and Wealth Advisor at UBS, where he leverages his extensive expertise in wealth management to guide families and business owners toward achieving financial peace of mind. With an MBA in Finance and a BS in Civil Engineering from the prestigious University of California, Berkeley, Dean brings a unique analytical perspective to his practice. His background as a Senior Vice President of Investments at Merrill Lynch in Oakland has equipped him with a robust understanding of investment strategies and asset management, making him a trusted partner for his clients.

At UBS, Dean and his brother Michael, who are second-generation financial advisors, focus on a select group of 125 families and business owners, emphasizing personalized service and tailored financial solutions. Their approach combines comprehensive financial and retirement planning with sophisticated wealth transfer strategies, including the establishment of charitable trusts and family foundations. Dean’s designation as a Certified Investment Management Analyst (CIMA®) underscores his commitment to delivering high-quality investment advice and portfolio management strategies that align with his clients' risk profiles and financial goals.

Key projects Dean is currently involved in include developing customized asset allocation strategies that not only preserve wealth but also promote growth in an ever-evolving market landscape. His dedication to implementing prudent financial planning and investment strategies ensures that his clients are well-prepared for the future, navigating complexities with confidence. With a focus on long-term relationships and a deep understanding of the financial landscape, Dean Meniktas continues to be a pivotal figure in the wealth management sector, helping clients achieve their financial aspirations.

Dean Meniktas Work

Senior Vice President - Wealth Management, Wealth Advisor at UBS in February 2008 to Present

Senior Vice President - Financial Advisor at Merrill Lynch in July 1994 to February 2008

Project Manager/Financial Analyst at Pacific Gas and Electric Company in July 1979 to June 1994

Dean Meniktas Skills

Comprehesive Financial & Retirement Planning

Wealth Transfer Strategies - Charitable Trusts and Family Foundations

Asset management including risk profiling and asset allocaton

About Dean Meniktas's Current Company

UBS

Discover more about UBS

Frequently Asked Questions about Dean Meniktas

What is Dean Meniktas email address?

Email Dean Meniktas at [email protected] and [email protected]. This email is the most updated Dean Meniktas email found in 2026.

What is Dean Meniktas phone number?

Dean Meniktas phone number is +19257889719.

How to contact Dean Meniktas?

To contact Dean Meniktas send an email to [email protected] or [email protected]. If you want to call Dean Meniktas try calling on +19257889719. (updated on November 04, 2024)

What company does Dean Meniktas work for?

Dean Meniktas works for UBS

What is Dean Meniktas's role at UBS?

Dean Meniktas is Senior Vice President - Wealth Management, Wealth Advisor

What industry does Dean Meniktas work in?

Dean Meniktas works in the Financial Services industry.