A plan for today, tomorrow and generations to come

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Emily de la Reguera

    Emily de la Reguera

    Executive Director

    Branch Manager

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    • CA
    • DC
    • DE
    • MD
    • NC
    • NJ
    • SC
    • VA

    Emily de la Reguera is the Branch Manager for the UBS San Jose and Los Gatos Wealth Management Offices. She is responsible for working with 29 Financial Advisor teams and oversees a combined $15.5B in assets.

     

    Prior to this role, she was the Assistant Market Head for the Mid Atlantic Market, where she partnered with 11 Branch Managers to support the growth of their Advisors. She has also served as the Head of Next Generation Advisor Development at UBS, where she was responsible for creating and driving UBS's strategy to develop the next generation of financial advisors which includes the New Financial Advisor (NFA) Program, the Wealth Planning Analyst (WPA) Program and the Intergenerational Advisor Program (IGAP).

     

    Emily began her career as a member of UBS' Graduate Talent Program (GTP) where she rotated through six different business areas of the firm. Upon completion of the program, she served as an Associate Product Manager for the UBS Securities Backed Lending Group where she helped manage UBS' credit line and margin portfolio. She has also worked at BlackRock in the Institutional Client Business where she was responsible for connecting global counterparts to help deliver congruency in how 200+ relationship managers represent BlackRock's fixed income capabilities. 

     

    Emily holds a B.A in International Relations from Colgate University and a certificate for the Tuck Business Bridge Program from The Tuck School of Business at Dartmouth College.

          50 West San Fernando Street
          8th Floor
          San Jose, CA 95113
        • Carrie Scaletta

          Carrie Scaletta

          Associate Director

          Admin Manager

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          • CA

          Carrie Scaletta is an Administrative Manager who provides administrative support and manages support staff at UBS Financial Services. She is responsible for educating team members on administrative policies and procedures. Carrie has over 20 years’ experience in the Financial Services industry.

           

          Carrie believes in acting as a coach and partner in all aspects to encourage higher productivity and increase pride within the workplace. She is a powerful force in the workplace through her positive attitude and tireless energy, and encourages others to work hard and succeed.

           

          In her free time, Carrie likes to go boating with her husband and dog Bailey, go for walks, and vacation with family.

                50 West San Fernando Street
                8th Floor
                San Jose, CA 95113
              • Anthony Essma

                Anthony Essma

                Associate Director

                Supervisory Officer

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                • AK
                • AL
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MS
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • PR
                • RI
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • VI
                • VT
                • WA
                • WI
                • WV
                • WY

                      64 Willow Place
                      Suite 200
                      Menlo Park, CA 94025
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                      Timothy White

                      Associate Director

                      Supervisory Officer

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                      • CA

                            400 South El Camino Real
                            Suite 900
                            San Mateo, CA 94402

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager

                          Advice. Beyond investing.

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Insights