A plan for today, tomorrow and generations to come

Palo Alto CA Branch Office UBS

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.

Four people meeting in glass office

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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    Timothy White

    Associate Director

    Supervisory Officer

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    • CA

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

          Director

          Admin Manager

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          • CA

                355 Santana Row
                Suite 2050
                San Jose, CA 95128

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              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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