William Kendall, CFP - UBS Financial Services Inc.

Visit our office today located in Sacramento, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Carla Chen is a Managing Director at UBS Financial Services Inc., specializing in wealth management with a commitment to providing insightful advice tailored to client goals. Her practice emphasizes a client-first philosophy, leveraging UBS's expansive global resources to guide clients through complex financial situations. Recognized as one of Barron's Top 100 Women Advisors and leveraging her bilingual skills in English and Mandarin, Chen excels in offering exceptional services to clients worldwide. Her approach, known as UBS Wealth Way, focuses on organizing financial lives into three core dimensions: Liquidity, Longevity, and Legacy, ensuring a comprehensive strategy aligned with individual needs. Generated from the website