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Rafael Huerta III

Client Associate

Rafael is a recent graduate of St. Mary's College of CA, where he majored in Business Administration and Minored in Accounting. He started his career as an Intern for UBS during his senior year in college. When Rafael graduated, he became an Assistant for two independent Financial Advisors in San Ramon. Now Rafael has returned in a new role, as a Client Service Associate. Rafael made it a goal to return to UBS one day and is excited to be back to learn and perform.

Rafael manages operations for our clients and assists on market research and investment strategy implementation.

Rafael Huerta III

Education

  • St. Mary's College of CA, Majored in Business Administration and Minored in Accounting

Rafael Huerta III

1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

Rafael Huerta III

Client Associate

Rafael is a recent graduate of St. Mary's College of CA, where he majored in Business Administration and Minored in Accounting. He started his career as an Intern for UBS during his senior year in college. When Rafael graduated, he became an Assistant for two independent Financial Advisors in San Ramon. Now Rafael has returned in a new role, as a Client Service Associate. Rafael made it a goal to return to UBS one day and is excited to be back to learn and perform.

Rafael manages operations for our clients and assists on market research and investment strategy implementation.

Education

  • St. Mary's College of CA, Majored in Business Administration and Minored in Accounting
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

rafael.huertaiii@ubs.com
Rafael Huerta III
1255 Treat Blvd,Walnut Creek,CA,94597

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