Experience

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 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 Advisor^SM  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.