C Denise Brodersen, CFP, CPWA, CEPA
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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, CEPA

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
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • LA
  • MD
  • MI
  • MO
  • MT
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA

C Denise Brodersen, CFP, CPWA, CEPA

  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

C Denise Brodersen, CFP, CPWA, CEPA

Education

  • Bachelor of Science in Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor®
  • Certified Exit Planning Advisor

C Denise Brodersen, CFP, CPWA, CEPA

355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

denise.brodersen@ubs.com
C Denise Brodersen, CFP, CPWA, CEPA
355 Santana Row,San Jose,CA,95128

C Denise Brodersen, CFP, CPWA, CEPA

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
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • LA
  • MD
  • MI
  • MO
  • MT
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Education

  • Bachelor of Science in Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor®
  • Certified Exit Planning Advisor
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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