Dustin Tracy, CFP - UBS Financial Services Inc.
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600 W Broadway Ste 2100
San Diego, CA 92101
Carla Chen is a Managing Director in Wealth Management at UBS Financial Services Inc., based in San Diego, CA. With a focus on personalized financial strategies, she collaborates with clients globally to address their unique priorities and goals, leveraging UBS' extensive resources and industry insights.
Recognized repeatedly by Barron's and Forbes for her excellence in financial advisory services, Chen emphasizes a client-first approach. Her commitment to fostering lasting relationships and providing exceptional service across multiple regions is enhanced by her bilingual skills in English and Mandarin Chinese.
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