Your life. Your wealth. Your future.

Pursue what matters most

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.

Globe

Priya Aggarwal

Vice President–Wealth Management

Priya joined UBS in 2004, having started in the financial services industry in 2001. She brings over 15 years of experience serving clients across the country - ranging from entrepreneurs, venture capitalists, and managers holding executive positions. Priya assists clients with tax optimization, particularly for pre-IPO situations and provides retired clients advice on estate planning and income needs.

Priya offers a highly customized approach to wealth management by creating a strategic plan that closely aligns with each client's goals and aspirations. Building deep relationships with her clients, helping solve their financial issues by studying all available options and making recommendations is what keeps Priya motivated. Priya takes pride in continually monitoring and adjusting strategies to incorporate the constantly changing financial and regulatory landscape.

Born and raised in Mumbai, lived in France and Singapore and currently resides in San Francisco with her husband and children. She is actively involved in the community and works closely with the fund raising committees at San Francisco University High School and Katherine Delmar Burke’s School.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IL
  • LA
  • MA
  • MI
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • MA in Economics, University of Mumbai, India
  • MA in Economics, Tufts University, Medford MA
  • BA Economics & Commerce, St. Xavier's College, Mumbai India

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

Retirement planning
Estate planning strategies
Exit planning
Custom portfolios
Lending services
Women investors
Business Owners
Corporate executives
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-5936

Email Me

Retirement planning

Retirement planning

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Your life, wealth and future

Your life, wealth and future

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights