Wealth Management

Securities knowledge, communication fundamentals, and the discipline behind a book of business.

Director: Matt Walker

Matt WalkerPresident | Wealth Management Director

Wealth ManagementClass of 2029

The BAI Difference

The only finance club at UCLA emphasizing the wealth advisory career path with hands-on practice.

Curriculum in development — check back fall 2026.

What You'll Learn

•Rejection-resistance and emotional intelligence

•Relationship building and long-term client management

•Wealth advisor career path fundamentals

•SIE/Series exam awareness and preparation

Signature Projects

Wealth Advisory Mock Engagement

Simulated client engagements requiring analysts to construct diversified portfolios based on specific risk profiles, tax considerations, and long-term financial objectives.

SIE Study Pod

Collaborative curriculum preparing members for the core Securities Industry Essentials exam.

Loading…