C Denise Brodersen, CFP, CPWA, CDFA
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How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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C Denise Brodersen, CFP, CPWA, CDFA

Senior Vice President–Wealth Management

Personal & Community

  • Hobbies include traveling, golfing, entertaining
  • Sports Enthusiast
  • Treasurer for Los Altos - Mountain View PONY Baseball, Inc. 2011 - 2020
  • The Harker School Parent Development Council 2006 - 2017
Registered States:
  • AK
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MI
  • NJ
  • NM
  • NV
  • OK
  • OR
  • TX
  • UT
  • WA

C Denise Brodersen, CFP, CPWA, CDFA

Education

  • Bachelor of Science in Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor

C Denise Brodersen, CFP, CPWA, CDFA

50 West San Fernando Street
8th Floor
San Jose, CA 95113

Email Me

C Denise Brodersen, CFP, CPWA, CDFA

Senior Vice President–Wealth Management

Personal & Community

  • Hobbies include traveling, golfing, entertaining
  • Sports Enthusiast
  • Treasurer for Los Altos - Mountain View PONY Baseball, Inc. 2011 - 2020
  • The Harker School Parent Development Council 2006 - 2017
Registered States:
  • AK
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MI
  • NJ
  • NM
  • NV
  • OK
  • OR
  • TX
  • UT
  • WA

Education

  • Bachelor of Science in Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
50 West San Fernando Street
8th Floor
San Jose, CA 95113
  • (408) 282-8430

Email Me

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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.

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As of 12/31/2022

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