Sonny Gulati - UBS Financial Services Inc. is a leading wealth management firm based in Palo Alto, CA. With a team of dedicated Financial Advisors, they provide tailored wealth advice and professional guidance to help clients organize their finances, meet their challenges, and seize opportunities. Sonny Gulati, the Managing Director of Wealth Management, brings comprehensive experience and a broad perspective to his role, committed to understanding clients' priorities and providing highly specialized guidance.
Recognized as an industry leader, Sonny Gulati has been named Forbes Best-in-State Wealth Advisor multiple times. With a focus on comprehensive advice, the firm assists diverse clients in areas such as asset allocation, investing, custom portfolios, alternative investments, estate planning strategies, and more. As part of the exclusive Private Wealth Management division at UBS, they offer goals-based planning and the advantage of the firm's global perspective, insights, and resources.
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