Carla Chen - UBS Financial Services Inc. is a leading wealth management firm based in San Francisco, CA. With a focus on providing insight-based advice, Carla Chen and her team are dedicated to understanding their clients' priorities and concerns, helping them confidently pursue their life goals. As a trusted advisor, Carla leverages UBS' extensive global resources and industry-leading insights to provide exceptional financial services for clients located globally.
Carla Chen's financial advisory practice is built on the mission of always placing clients' interests first. With her bilingual skills, industry experience, and UBS' global platform of services, Carla strives to deliver value to client relationships. Recognized for her expertise, Carla has been named as one of Barron's Top 100 Women Advisors and Forbes Best-in-State Wealth Advisors. Whether clients are seeking liquidity management or long-term investment strategies, Carla Chen and her team are committed to providing personalized solutions to guide clients towards financial success.
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