San Jose, CA Branch Office - UBS Financial Services Inc.

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355 Santana Row Ste 2050
San Jose, CA 95128

UBS Financial Services Inc. in San Jose, CA, is dedicated to providing customized financial strategies tailored to meet the unique needs of its clients. The firm emphasizes building long-term relationships through a commitment to quality client service and understanding individual priorities and concerns.

Led by Executive Director Emily dela Reguera, the San Jose branch oversees a team of 56 financial advisors managing a combined $31 billion in assets. The team is supported by Administrative Manager Carrie Scaletta, who brings over 20 years of experience in the financial services industry, fostering a productive and positive workplace environment.

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