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. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.

The ratings are based on quantitative factors and are 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

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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