Keep on track with the right financial advice

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Nancy Ubaldi

Senior Vice President–Wealth Management

Financial Advisor

Since 1986, Nancy Ubaldi has served as First Vice President of Wealth Management at UBS – the world's largest global wealth management firm. With over $185,000,000 assets under management, Nancy has developed a thriving business through her unwavering ability to guide successful families with investing, perpetuating, and transferring their wealth. Along with her extensive knowledge of tax efficient wealth strategies, Nancy's holistic approach to wealth management has enabled her clients to achieve their personal financial goals. Her ability to explain the markets relative to their individual needs has given them comfort and confidence for decades. Nancy has an extensive background in education in the financial services industry, and has earned numerous accreditations throughout her career.

Nancy holds the Series 7, Series 63, and Series 67 Securities Licenses, as well as life, health, long term care insurance and variable annuity insurance licenses. She has received the esteemed Wealth Designation, and holds two teaching credentials from San Francisco State University.

Nancy prioritizes community involvement in a variety of ways. Her dedication towards public service has led her to serve as the Membership Chair for American Association of University Women, a Music Therapy Volunteer at Hope Hospice, and hold several leadership positions within Dublin United Youth Soccer League.


Personal & Community

  • Membership Chair for American Association of University Women
  • Music Therapy Volunteer at Hope Hospice
  • Coach and Secretary for Dublin United Youth Soccer League
  • Board of Directors at Joy Preschool
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • KS
  • MD
  • MN
  • NC
  • NJ
  • NM
  • OR
  • TX
  • UT
  • WA
  • WY

Education

  • Bachelor of Arts, University of California, Santa Barbara

Credentials

  • Wealth Advisor

Your goals are the starting point
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Custom portfolios
Sustainable investing
Multi-generational families
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8438

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Multigenerational wealth planning

Advice. Beyond investing.

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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.

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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