Let's move forward. Together.

[IC]Building perspective

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Eileen Mumma

Account Vice President

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • TX

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management TeamsThe 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

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Accredited Wealth Management Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Multi-generational families
Women investors
Business Owners
Corporate executives
Lending services
Financial planning
Legacy planning
Asset allocation
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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