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
  • NJ
  • NY
  • SC
  • TX
  • WA

  • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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, 2024, 2025The 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.
  • Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in July and is based on information from the Q1 of the award 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

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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As of 12/31/2024

51 countries

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