
Michael Tusan
SGM Wealth Management has over 100 years of combined experience in consistently guiding successful individuals and families through... | San Diego County, California, United States
*50 free lookup(s) per month.
No credit card required.
Michael Tusan’s Emails mi****@mo****.com
Michael Tusan’s Phone Numbers No phone number available.
Social Media
Michael Tusan’s Location San Diego County, California, United States
Michael Tusan’s Expertise SGM Wealth Management has over 100 years of combined experience in consistently guiding successful individuals and families through various market environments and helping them achieve their goals through strategic planning. Through knowledge and understanding, we've earned our clients' trust and created strong relationships across generations of families. Our team offers planning and portfolio management focused entirely on you, your family, and your business. We oversee the significant wealth of successful high net worth individuals and families, which include retirees and professionals in law, real estate, biotech, and technology. Whether your goals include retirement income planning, wealth transfer or preservation, a significant business transition, we'll deliver a disciplined strategy and dedicated service every step of the way. We're committed to building long-lasting relationships by helping you make confident, insightful financial decisions that align with your goals and values. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Michael Tusan’s Current Industry Ubs
Michael
Tusan’s Prior Industry
Morgan Stanley
|
Ubs
Not the Michael Tusan you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Ubs
Senior Vice President - Wealth Management, USA
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ubs
Vice President - Wealth Management, USA
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Vice President- Investments
Tue Dec 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)