Mosaic Investment Consulting Group - UBS Financial Services Inc.

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600 W Broadway Ste 2800
San Diego, CA 92101
+1 (619) 557-2443
https://advisors.ubs.com

Mosaic Investment Consulting Group at UBS Financial Services Inc. in San Diego, CA, is dedicated to providing insight-based financial advice tailored to clients' individual needs and aspirations. The team emphasizes the importance of forming trusted relationships by understanding clients' objectives and offering comprehensive strategies to help them navigate complex financial landscapes.

Led by Managing Director Carla Chen, the firm leverages extensive global resources and industry insights to guide clients through diverse market conditions. With a commitment to prioritizing client interests, Mosaic Investment Consulting Group serves a global clientele, offering exceptional wealth management services informed by bilingual skills and a rich industry experience.

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