Lasting relationships. For all that matters

Rojas team

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Turning possibilities into a plan

Drawing on our in-depth experience, we can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.

  • David Rojas-Kalbach

    David Rojas-Kalbach

    Senior Vice President–Wealth Management

    Financial Advisor

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    • FL
    • NC
    • PR
    • TX
    • VA

    In close collaboration with you, our goal is to help you gain financial efficacy and optimization calling upon the advisory and brokerage capabilities that UBS offers as a global Wealth Management Leader.

    “We strive to provide you the best financial advice delivered with the highest standards of care and service so you can focus on your life, business, hobbies, family and passions.  We will stand by you and help you be confident of the future in the most trying and uncertain times as I have done for all my clients since 1999.”

    Professional history

    David joined UBS as Vice President of Investments in March 2007. He was later promoted to Senior VP of Investments and obtained a UBS designation of Wealth Advisor. As a Wealth Advisor, the objective is to provide customized wealth management services to ultra high net worth clients, corporations and non-for-profit organizations. 

    Prior to UBS, David worked at firms such as Oriental Bank and Trust, and Oriental Financial Services, Inc.

    Education

    David Rojas obtained a B.B.A. with majors in Management and Marketing at Loyola University, New Orleans, Louisiana in 1994 and moved to San Juan, Puerto Rico where he began his professional career.

    Kaplan University, Financial Planning Certificate 2005-2006

    Licenses and certifications

    David holds FINRA 7, 66 and SIE licenses.

     

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
          david.rojas@ubs.com
          David Rojas-Kalbach
          250 Munoz Rivera Avenue,San Juan,PR,00918
        • Isabel

          Isabel Torres Falcón

          Client Associate

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            Professional history

            Isabel began working in financial services customer service in 2000.  

            Education

            Isabel Torres obtained a B.B.A. in Business Administration from the University of Puerto Rico, Río Piedras Campus.

            Tasks

            • Delivers and adds much value in managing all our clients’ and operation’s day-to-day needs.
               
            • Strives to provide the best service experience to our clients with checking, credit card, electronic fund transfers, online services, and account statement inquiries, as well as UBS tax document delivery, meeting requests, account reviews, and coordination of services. 
            • Online services training for our clients.

            Isabel is always available to help, guide and add value with any UBS need.

                  250 Munoz Rivera Avenue
                  A.I Plaza, 16th Floor
                  San Juan, PR 00918
                  isabel.torresfalcon@ubs.com
                  Isabel Torres Falcón
                  250 Munoz Rivera Avenue,San Juan,PR,00918
                • Lilliampic

                  Lilliam Montalvo Lopez

                  Client Associate

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                    Professional history

                    Lilliam began working in the financial services industry in 2024.  

                    Education

                    Lilliam Montalvo obtained a M.B.A. in Business Administration at the Ana G Mendez University System, Cupey Campus.

                    Tasks

                    • Provides team with support, guidance, and continued education in streamlining technological and regulatory processes.
                    • Acts as a facilitator for, and actively empowers, our clients to make the most of the breadth of services offered by UBS.
                    • Assists our team in administration and management support.

                    Client service is Lilliam’s craft.

                          250 Munoz Rivera Avenue
                          A.I Plaza, 16th Floor
                          San Juan, PR 00918
                          lilliam.montalvolopez@ubs.com
                          Lilliam Montalvo Lopez
                          250 Munoz Rivera Avenue,San Juan,PR,00918

                        Learn more about our team

                        Connecting you to the deep resources of UBS

                        By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                        Dividing wealth across generations

                        Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.

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                        Estate planning strategies

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                        Retirement planning

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                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $5.9+ trn

                        UBS Group invested assets
                        As of 06/30/2024

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

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