Insight-based advice

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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Carla Chen

Managing Director–Wealth Management

I trust that the information and advice I provide over time can make a valuable difference as you pursue your goals and embrace the future.

I am your partner, providing insights and perspective, no matter how complex your situation.  Most importantly, I can put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.

The mission of my financial advisory practice is to be a trusted advisor who always places our clients' interests first. I will provide exceptional financial services for clients located globally, and value to client relationships by utilizing my bilingual skills, industry experience, and UBS' extensive global platform of services.

 

Personal & Community

  • Languages - English, Chinese - Mandarin/Taiwanese
Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • NY
  • SC
  • TX
  • WA

  • Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 955-9898

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At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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