Financial planning for what you want to accomplish

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joseph

    Joseph A. Senna, CFP, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MI
    • MO
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    Joseph is a CERTIFIED FINANCIAL PLANNER (CFP®),College for Financial Planning and a Certified Investment Management Analyst (CIMA®),Wharton School of Finance, specializing in Planning, Advisory Services and Investment Management. He has been providing customized financial guidance for over 20 years. Joseph grew up in the Bay Area and is a graduate of California State University, Sacramento where he earned his B.S. Degree in Finance and minor in Economics. Joseph lives in Dublin, CA with his wife and three boys and enjoys coaching his son's CYO and AAU basketball teams.
    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    • California State University, Sacramento, B.S. Degree in Finance and minor in Economics
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Senior Portfolio Manager
    1255 Treat Blvd
    Suite 1000
    Walnut Creek, CA 94597
  • Manuel

    Manuel Robert Senna Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MI
    • MO
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Bob has over 15 years of experience in the financial and client services industry.  Prior to joining UBS, he was with the Merrill Lynch Private Client Group for 8 years.  He began his career in a family owned transportation company in 1985 and is currently a Financial Advisor at the UBS branch in Walnut Creek, California.  His practice serves the needs of High Net Worth individuals and families, as well as professionals and businesses within the area.  Among his areas of focus are asset management, investing for income and retirement planning.  A graduate of Santa Clara University, Bob earned a B. S. in Finance.  He has subsequently earned his Series 7, 63 and 65 securities licenses.

    Bob's life includes spending quality time with his two children and enjoying the outdoors…especially the Lake Tahoe Basin.  Bob is a native Californian and has enjoyed living in the East Bay his entire life.  Currently a resident of Lake Tahoe, he is a member of several local organizations and fraternal clubs in the area as well as a standing member of Rotary.  He has spent his lifetime being involved and engaged in his community.

    • Forbes Best-in-State Wealth Management Teams, 2023The 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.

    • Santa Clara University, B.S. Finance
      6900 South McCarran Boulevard
      Suite 1020
      Reno, NV 89509

    Focus on liquidity management

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    Tree

    UBS and Credit Suisse—stronger than ever

    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

    $3.9 trillion

    In invested assets globally 
    As of 12/31/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager