Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

Christian Glomb, CFP

Senior Vice President–Wealth Management

Chris is in his fourth decade of developing and managing investment strategies for clients. He focuses on understanding his clients' individual circumstances and developing recommendations to suit each specific need. Through his discipline of investing for the long-term, he has navigated his clients through three market corrections while retaining the viability of their financial goals and needs. Chris is a distinguished member of the President's Council, a representation of the top 5% of all financial advisors at UBS. In 1987, he received the prestigious CERTIFIED FINANCIAL PLANNER ™ certification. He is a Senior Vice President of Wealth Management, and has earned the UBS Wealth Advisor designation. Chris received his Bachelor's degree in Finance and Commerce from Santa Clara University. Personally, he resides in his longtime community of Willow Glen with his wife Margaret, and enjoys spending time with his grandkids.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • IN
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • B.S. Finance and Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
750 University Ave.
Suite 250
Los Gatos, CA 95032
  • (408) 827-3274

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The circular economy: What is it?

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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