Lasting relationships

Understanding what matters most to you

Walnut Creek CA Branch 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 photo

    Emily de la Reguera

    Executive Director

    Market Director

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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

    Emily de la Reguera serves as the Market Executive
    for the San Francisco Market. In this capacity, she
    oversees the Private Wealth Management and
    Wealth Management businesses across 16 offices
    in Northern California.


    Prior to her current role, she was the Market Director for the Silicon Valley
    offices at UBS. Having spent 13 years in various roles at UBS, Emily
    leverages her extensive knowledge of the firm to bring the best of UBS to
    our Wealth Advisors and their clients. Emily has also served as Head of Next
    Generation Advisor Development where she was responsible for creating
    and driving UBS's strategy to develop the next generation of financial
    advisors.


    Emily began her career as a member of 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 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.

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

          Azeem Shah

          Director

          Associate Market Executive

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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

          Azeem Shah is the Associate Market Executive supporting Wealth Management Advisors and Teams across the San Francisco Market. Azeem brings leadership experience across wealth management, coaching, compliance, and market supervision. He has served as an ADP Market Leader at Merrill Lynch, where he led a team of 35 advisor trainees, partnered closely with all lines of business, and played a key role in advisor development and recruitment.

          Prior to that, Azeem held roles at both Morgan Stanley and Merrill Lynch in market supervision and risk management, including Complex Risk Officer and Market Supervision Manager. He also, spent time as a Financial Solutions Advisor at Merrill where he managed a book of about 200 clients. His experience spans advisor coaching, risk oversight, regulatory compliance, sales development, and client relationship management.

          Born in Walnut Creek and now residing in Antioch, Azeem is passionate about leadership, problem-solving, and helping teams grow with both discipline and creativity. Outside of work, he enjoys traveling overseas, spending time with family, and cheering on Georgia football—Go Dawgs!

                1255 Treat Blvd
                Suite 1000
                Walnut Creek, CA 94597
                azeem.shah@ubs.com
                Azeem Shah
                1255 Treat Blvd,Walnut Creek,CA,94597
              • Alias photo

                Alias Masudi

                Associate Director

                Admin Manager

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                • CA
                • NC

                Alias Masudi brings over 15 years of experience in banking and wealth management to his role as an Administrative Officer at UBS. Supporting the San Francisco Market, he oversees key operational functions, facilitates advisor and branch support, and helps ensure efficient workflows, strong compliance practices, and a seamless client-service environment. Known for his collaborative approach, Alias partners closely with market leadership and service teams to drive consistency and operational excellence across multiple Bay Area branches.

                 

                Before joining UBS, Alias spent eight years with Wells Fargo in banking, investment, and management roles, followed by more than five years at Morgan Stanley Wealth Management as both a Financial Advisor and Business Service Officer serving Palo Alto, Menlo Park, and San Mateo. He holds a Bachelor’s Degree in Finance from California State University, Stanislaus, and a Master’s Degree in Business Management from Ashford University.

                 

                Outside of work, Alias enjoys the outdoors, traveling, and cooking—often calling himself a “self‑proclaimed chef.” A devoted Bay Area sports fan, he proudly supports the Giants, Warriors, and 49ers. Born and raised in the East Bay, he now lives in Manteca with his wife, Francine, and their three children: Aris, Arian, and Ariyah.

                 

                      1255 Treat Blvd
                      Suite 1000
                      Walnut Creek, CA 94597
                      alias.masudi@ubs.com
                      Alias Masudi
                      1255 Treat Blvd,Walnut Creek,CA,94597
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                      Warren Cheung

                      Director

                      Supervisory Officer

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                      • CA

                            1255 Treat Blvd
                            Suite 1000
                            Walnut Creek, CA 94597
                            warren.cheung@ubs.com
                            Warren Cheung
                            1255 Treat Blvd,Walnut Creek,CA,94597
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                          Donor-advised funds

                          Year-end charitable giving

                          As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                          For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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