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.

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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 Profile Photo

    Emily de la Reguera

    Executive Director

    Market Director

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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 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
        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
                  • Timothy White

                    Timothy White

                    Associate Director

                    Supervisory Officer

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                    • CA

                    Timothy is one of our Supervisory Officers for the Northern California Market. Prior to this role, he was the Complex Risk Officer for Morgan Stanley. Timothy has also served in Supervisory and Controls Analyst roles while at Wells Fargo for 7 years. Timothy attended Louisiana Tech University where he majored in Finance.

                    Timothy holds the Chartered Retirement Planning Counselor designation awarded by the College of Financial Planning.

                    Timothy enjoys the outdoors, traveling, jazz and spending time with his family.

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

                        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.


                        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

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                        $3.9 trillion

                        In invested assets globally 
                        As of 12/31/2022

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager