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.


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


  • Bachelor of Science in Commerce, University of Santa Clara


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

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation


Exceptional financial strength and stability

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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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager