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.

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
  • MD
  • NC
  • NJ
  • NY
  • PR
  • TX
  • VA


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


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

Email Me

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UBS and Credit Suisse—stronger than ever

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

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager