Carla Chen - UBS Financial Services Inc.
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555 California St Fl 32
San Francisco, CA 94104
Carla Chen is a Managing Director in Wealth Management at UBS Financial Services Inc. in San Francisco, where she combines industry expertise and bilingual skills to offer personalized financial advisory services to clients globally.
Recognized consistently as one of Barron's Top 100 Women Advisors and featured in Forbes' Best-in-State Wealth Advisors, she employs UBS' extensive resources to provide strategic insights tailored to the unique goals of her clients, focusing on liquidity, longevity, and legacy in financial management.
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