Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Retired couple

Mark Haq

Senior Vice President–Wealth Management

Registered States:
  • CA
  • CO
  • FL
  • IN
  • MA
  • MD
  • MS
  • NJ
  • OH
  • TX
  • VA
  • WA

Credentials

  • Chartered Life Underwriter®
  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 918-8000

Email Me

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Outlook on interest rates

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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