UBC Financial Group

Specialties

UBC Financial Group is a fee-​only financial planning and investment management firm. Our services include investment management, retirement planning, tax planning, risk management, estate planning, small business planning and cash flow management.

We work with individuals of all ages ranging from recent college graduates trying to figure out the best way to pay down their student loans, to senior citizens who are considering how to best ensure they remain cash solvent throughout their retirements. We also work with small businesses to better manage day to day operations as well as to minimize tax liabilities, build retirement accounts and develop plans and systems that will maximize investment returns and mitigate risk.

We are a fee only service provider. We disclose and agree upon all fees with our clients upfront prior to the commencement of services. There are no hidden costs or fees after the fact. We do not sell any products, nor do we receive any commissions or compensation from clients or third-​parties. Our clients’ interest come above all else and our opinions and recommendations are impartial and unbiased.

History

Established in 2014.

UBC was formalized in 2014, however, we have been functioning in an informal capacity since 2002.

Meet the Business Owner

Robert C.

Business Owner

Robert Czesak, founding partner and president, has been in the financial services field since 2002. With an initial focus in fund administration, he learned from the ground up what it takes to source a private equity fund, what types of investments to make and when to make them, and how to create and maintain client relationships. He is passionate about numbers and thoroughly enjoys helping people find their financial footing whether it be through smart planning, budgeting, better cash maintenance or investing for the future.