Eileen H. Rowley, CFP®, AWMA® - UBS Financial Services Inc.

Daniel Stern - UBS Financial Services Inc. is a global wealth management firm dedicated to providing insight-based advice that helps clients navigate complex financial landscapes. The mission of their advisory practice is to prioritize clients' interests, utilizing extensive global resources and industry-leading insights to craft tailored strategies for achieving individual financial goals. Led by Managing Director Carla Chen, whose accolades include multiple recognitions from Forbes and Barron's, the firm emphasizes the importance of building lasting relationships through understanding clients' priorities. With a comprehensive approach categorized under Liquidity, Longevity, and Legacy, UBS aims to assist clients in effectively organizing their financial lives to meet both immediate and long-term needs. Generated from the website

Visit our office today located in Walnut Creek, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in Walnut Creek, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.