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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
![[IC]Building perspective](mediahandler/dynamicmedia/628619/_IC_Building perspective.jpg)
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.
Account Vice President
Financial Advisor
Eileen H. Rowley is an Account Vice President with UBS Financial Services (California Insurance License #0M90839). Her practice is focused on helping corporate executives, multigenerational families, and women investors achieve clarity and confidence in their financial decisions.
Managing wealth is more than numbers on a balance sheet; it's about crafting a plan that aligns with your values. With a deep-rooted commitment to understanding your unique story, Eileen works with her clients to develop personalized strategies that build enduring financial legacies. With extensive expertise in wealth planning, asset allocation, single-stock concentration strategies, and tax optimization, she brings over a decade of experience to her clients.
Previously, Eileen co-founded North Point Partners Private Wealth Management and served as a Wealth Planning Associate at UBS, collaborating with top advisors in Northern California to deliver sophisticated wealth planning strategies.
Eileen is a Certified Financial Planner™, Accredited Wealth Management AdvisorSM and Certified Public Accountant (Inactive).
Prior to joining UBS, Eileen worked at The Capital Group and Cooley LLP. She graduated from the University of Southern California with a Masters in Accounting, and holds a Bachelors in Economics. She is a member of the California Society of CPAs and the USC Alumni Association. She also serves as a Board Member of the University of Southern California's Leventhal School of Accounting, Recent Alumni Board and is Chair of the Curriculum Committee.
Outside of work, Eileen enjoys traveling, cooking, and supporting Bay Area charities focused on early childhood literacy. A native of Danville, California, she now calls San Francisco home.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Account Vice President
Financial Advisor
Eileen H. Rowley is an Account Vice President with UBS Financial Services (California Insurance License #0M90839). Her practice is focused on helping corporate executives, multigenerational families, and women investors achieve clarity and confidence in their financial decisions.
Managing wealth is more than numbers on a balance sheet; it's about crafting a plan that aligns with your values. With a deep-rooted commitment to understanding your unique story, Eileen works with her clients to develop personalized strategies that build enduring financial legacies. With extensive expertise in wealth planning, asset allocation, single-stock concentration strategies, and tax optimization, she brings over a decade of experience to her clients.
Previously, Eileen co-founded North Point Partners Private Wealth Management and served as a Wealth Planning Associate at UBS, collaborating with top advisors in Northern California to deliver sophisticated wealth planning strategies.
Eileen is a Certified Financial Planner™, Accredited Wealth Management AdvisorSM and Certified Public Accountant (Inactive).
Prior to joining UBS, Eileen worked at The Capital Group and Cooley LLP. She graduated from the University of Southern California with a Masters in Accounting, and holds a Bachelors in Economics. She is a member of the California Society of CPAs and the USC Alumni Association. She also serves as a Board Member of the University of Southern California's Leventhal School of Accounting, Recent Alumni Board and is Chair of the Curriculum Committee.
Outside of work, Eileen enjoys traveling, cooking, and supporting Bay Area charities focused on early childhood literacy. A native of Danville, California, she now calls San Francisco home.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
