Your future. Your legacy.

How can we help bring your vision to life?

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

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    Emily de la Reguera

    Executive Director

    Market Director

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

    Emily de la Reguera is the Market Director for UBS’ Silicon Valley Wealth Management offices.  She is responsible for working with 56 Financial Advisor teams and oversees a combined $31B 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' 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 the 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 area where she was responsible for connecting global counterparts to help deliver congruency in how 200+ relationship managers represent BlackRock's fixed income capabilities.

          355 Santana Row
          Suite 2050
          San Jose, CA 95128
        • Carrie Scaletta

          Carrie Scaletta

          Associate Director

          Admin Manager

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          • CA

                355 Santana Row
                Suite 2050
                San Jose, CA 95128
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                Adam Tait

                Wealth Planning Associate

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                • CA

                      555 California Street
                      32nd/ 34th /46th Floor
                      San Francisco, CA 94104

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                    UBS and Credit Suisse—stronger than ever

                    Sustainable investing

                    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

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Global leader

                    UBS is a world-leading wealth manager


                    Serving Business Owners

                    Euromoney Private Banking and Wealth Management Survey, 2020