Lasting relationships. For all that matters

Mountain climber

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

mountain climbers

David Rojas-Kalbach

Senior Vice President–Wealth Management

As a Wealth Advisor, I work with a team of financial specialists assisting high net worth specialized medical doctors, institutions and high level executives. We make their financial affairs effective and efficient so they can focus on their core business, most prefered hobbies, family and aspirations. In order to maintain the highest standards of service, be effective and add value, I work best with clients and prospects who have a net worth of 1 million and above. My focus is coaching clients to meet their financial goals and aspirations.

Registered States:
  • FL
  • NC
  • NY
  • PR
  • TX
  • VA

Education

  • BBA Business Administration Management & Marketing,1994, Loyola University

Credentials

  • Wealth Advisor
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918
  • (787) 775-4368

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Modern Retirement Monthly

Modern Retirement Monthly

Traditional or Roth?

For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

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UBS Group invested assets
As of 06/30/2024

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