San Jose, CA Branch Office-UBS Financial Services Inc
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UBS Financial Services Inc. in San Jose, CA, is dedicated to understanding clients' priorities and concerns, fostering lasting relationships through quality client service. The firm emphasizes customized financial strategies to help clients confidently pursue their life goals.
Led by Executive Director Emily dela Reguera, who oversees a team of 56 financial advisors managing a combined $31 billion in assets, UBS Silicon Valley Wealth Management focuses on developing the next generation of financial advisors. Administrative Manager Carrie Scaletta supports the team with over 20 years of experience in the financial services industry, promoting a productive and positive workplace environment.
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