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Denise Brodersen is a First Vice President–Wealth Management for UBS Financial Services Inc. in San Jose, CA. She understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS—it is about providing the right advice to help you pursue your goals. That’s why she takes a customized approach to wealth management built on a personal relationship and shaped by an understanding of your needs and aspirations. From retirement, estate and overall financial planning to strategies for concentrated securities positions. Denise brings diverse experience to her practice across the spectrum of clients’ wealth management needs. In fact, she has earned extensive professional accreditation to serve her clients even better:

In 1998, Denise received her Certified Financial Planner™ (CFP®) certification for which she completes over 30 hours of continuing education every year. In 2010, Denise earned the UBS Wealth Advisor designation. She earned the IMCA Certified Private Wealth Advisor(CPWA®) designation in 2015, and her Certified Divorce Financial Analyst™ (CDFA®) in 2019. Both require over 20 hours of continuing education annually.

Denise began her career at PaineWebber in 1984 after graduating from Santa Clara University in Santa Clara, California.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Certified Private Wealth Advisor

355 Santana Row
Suite 2050
San Jose, CA 95128

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Charlie began his career at the height of the financial crisis, with the economic downturn and recovery forcing him to learn quickly and adapt to the changing investment landscape. Patience, persistence and discipline have helped him become a trusted resource for clients and peers. He pursues his passion of managing wealth by focusing on guiding client investment strategies and financial goals. Charlie resides in the Bay Area with his family and in his spare time enjoys being outside with his children.

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Portfolio Manager

355 Santana Row
Suite 2050
San Jose, CA 95128

Lisa came to UBS in 2004. As a Registered Client Service Associate, Lisa supports the daily business operations for R & D Investments. As an integral member of the team, Lisa provides service to clients by responding to client requests and inquiries. She enjoys volunteering and participates in her local community. Lisa resides in Gilroy with her family.

355 Santana Row
Suite 2050
San Jose, CA 95128