A plan for today, tomorrow and generations to come

[PWM] Father and daughter running on beach

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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

          355 Santana Row
          Suite 2050
          San Jose, CA 95128
          emily.delareguera@ubs.com
          Emily de la Reguera
          355 Santana Row,San Jose,CA,95128
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          Carrie Scaletta

          Director

          Admin Manager

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          • CA

                355 Santana Row
                Suite 2050
                San Jose, CA 95128
                carrie.scaletta@ubs.com
                Carrie Scaletta
                355 Santana Row,San Jose,CA,95128
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              UBS ElectionWatch

              Election day is over. Now what?

              Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

              Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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