La Jolla, CA Branch Office - UBS Financial Services Inc.

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1200 Prospect St
La Jolla, CA 92037

UBS Financial Services Inc. is dedicated to fostering lasting relationships with clients by understanding their priorities and helping them achieve their financial goals. Their team of skilled advisors is supported by over 160 years of experience in wealth management, providing best-in-class advice tailored to the needs of wealthy individuals and families.

Led by industry professionals like Executive Director Jaspreet Jesse Puri and Director Lisa Monica, the firm emphasizes high-quality client service and the development of customized financial strategies. With a commitment to business growth and a focus on client experience, UBS is positioned as a trusted source for financial advice and solutions.

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