How can you pursue what matters most?

Understanding what matters most to you

Meeting in a office

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.

Swimmer in wet suit

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 Profile Photo

    Emily de la Reguera

    Executive Director

    Market Director

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

    Emily de la Reguera is the Executive Director/Market Director for UBS' Silicon Valley Wealth Managment 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'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 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 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.

      • Colgate University, B.A in International Relations
        355 Santana Row
        Suite 2050
        San Jose, CA 95128
        Emily de la Reguera
        355 Santana Row,San Jose,CA,95128
      • Carrie Scaletta

        Carrie Scaletta


        Admin Manager

        • image
        • image
        • CA

        Carrie Scaletta is our 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 to Disney and going for walks with her husband, Anthony and dog, Baily.

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

            Connecting you to the deep resources of UBS

            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

            Advice. Beyond investing.

            For some of life's questions you're not alone. Together we can find an answer.

            To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

            Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.


            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager