Lasting relationships. For all that matters

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.

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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

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

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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