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.

      • 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.

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

        The circular economy: What is it?

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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