Joshua Strawn - UBS Financial Services Inc.
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Carla Chen, Managing Director of Wealth Management at UBS Financial Services Inc. in Sacramento, CA, focuses on building lasting relationships by understanding clients' priorities and concerns. She leverages her bilingual skills, industry experience, and UBS's global resources to provide clients with insights and strategies that help them confidently pursue their life goals despite market complexities.
Chen's financial advisory practice prioritizes exceptional client service and has garnered recognition, including placements on Barron's Top 100 Women Advisors and Forbes' Best-in-State Wealth Advisors lists. Her UBS Wealth Way approach, which encompasses Liquidity, Longevity, and Legacy, facilitates discussions to organize financial lives and explore long-term wealth management strategies.
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