Wealth advice for your life's goals

Sailboat splashing in water

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three generations in front yard

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth-Eisenberg-Profile-Image

    Kenneth Eisenberg

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • SD
    • TX
    • VA
    • WA

    Ken is a Senior Vice President of UBS Financial Services Inc. and brings over thirty-four years of experience in the financial industry to your relationship.  

    As Senior Portfolio Manager, his expertise focuses on strategic investment strategies and portfolio construction to meet each of our client's individual needs. 

    Ken graduated with honors from American University in Washington, DC and attended the University of London, London School of Economics and The Wharton School at the University of Pennsylvania.  Ken's credentials also include previous host of the Investor's Forum on Talk Radio WOND and Financial Analyst for the 6:00 Evening News on NBC TV 40 in New Jersey. 

    Previous community contributions include Chairman of the South Jersey Community Food Bank, past President of Jewish Family Service, Vice Chair of the Boy Scouts Heritage Foundation and he served as a member of the Galloway Township Board of Education.  

    Ken has been active with the United States Coast Guard Auxiliary for over twenty years and currently serves with the rank of Commander.  He has been a "Big Brother" in the Big Brothers/Big Sisters of America organization for over seven years.  More recently he has partnered with American Corporate Partners Veteran Mentoring Program for active duty military and veterans, an organization dedicated to helping with career guidance during and after military service.  

    In addition to our Boca Raton, Florida location, Ken also serves clients locally in our Northfield, New Jersey office.  Ken and his wife, Aycie, enjoy balancing their time between Florida and New Jersey.

    Ken holds the Series 7, 63, 65 and Life, Health and Variable Annuity licenses.

      • American University
      • University of London, London School of Economics
      • The Wharton School at the University
        Investing
        Asset allocation
        Alternative investments
        Sustainable investing
        Lending services
        Cash management
        Securities-backed lending
        1800 North Military Trail
        Suite 300
        Boca Raton, FL 33431
      • Jeffrey-Pupo-Profile-Image

        Jeffrey Pupo, CMFC, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • image
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • SD
        • TX
        • VA
        • WA

        Jeffrey began his wealth management career in 1999 and joined UBS in 2002. Previously, he worked as a financial advisor at Fleet Boston and Prudential Securities.

        Jeffrey has been a wealth advisor primarily for a select group of business owners, business professionals and retirees who aspire to achieve a work optional lifestyle or leave a legacy to their heirs.  He has developed and refined a process that put's all the pieces of the financial puzzle together so a client can better understand and plan their financial future.  His process is the 3D process of: developing, designing and deploying the wealth management plan to help meet client and client's families financial objectives for multiple generations.

        After graduating from Lynn University with a Bachelor of Science degree in Business Administration he also earned the designations of CMFC®, Chartered Mutual Fund Counselor and CRPS®, Chartered Retirement Plans Specialist which allows him to help businesses with their corporate retirement plans and their fiduciary responsibilities.  Having previously owned a Taekwondo School of Martial Arts, Jeffrey understands, firsthand, the nuances of being a business owner. He advises corporate sponsors with investment consulting services, plan program consulting and educational consulting services.  

        Jeffrey holds the Series 7, 63 and 65 securities licenses and is also Life and Health Insurance licensed. He is fluent in Spanish.

        Jeffrey resides in Boca Raton Florida since 1984 and has been married to his wife Rebeca for over 27 years.  They have special needs son named Alexander who is the light of their life. 

          • Lynn University, Bachelor of Science Degree in Business Administration
          • Senior Portfolio Manager
          • Chartered Mutual Fund Counselor℠
          • Chartered Retirement Plans Specialist℠
          Financial planning
          Estate planning strategies
          Legacy planning
          Exit planning
          Business succession
          Custom portfolios
          401(k) plan services
          Banking
          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • Michael-Rafael-De-Marchena-Profile-Image

          Michael Rafael De Marchena

          Team Administrator

          • image
          • image
          • image
          • FL
          • NC
          • NJ
          • PA

          Michael has over 20 years of experience in the Financial Services industry. He provides the team with daily administrative support, coordination of ongoing initiatives; and prides himself on identifying and meeting the ongoing needs of our clients.

          He has a B.S. in Marketing from Bentley University, in Waltham, Massachusetts. Michael is a proud finisher of the New York City Marathon, and has completed several Half Marathons.

          Michael holds the Series 7, 63 and 66 securities licenses.

            • Bentley University, B.S. in Marketing
              Investing
              Banking
              Lending services
              Cash management
              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
            • Catherine-Mayela-Catalina-Corbella-Profile-Image

              Catherine Mayela "Catalina" Corbella

              Client Associate

              • image
              • image

                Catherine handles the client relations for our team.  Some of her responsibilities include assistance with the transition of new relationships, maintaining existing relationships, as well as assisting with client requests and ensuring a positive client experience.   

                After graduating Phi Theta Kappa from Santa Fe College with degrees in Psychology and Education in 1995, Catherine held positions in the medical, entertainment and financial industries.  With over 25 years of customer relationship experience, she is also an accomplished photographer. 

                With parents from Spain and Venezuela, Catherine is fluent in both English and Spanish. 

                Catherine holds the Series 7, General Securities Representative license.

                  • Santa Fe College, Psychology and Education
                    Financial planning
                    401(k) plan services
                    Banking
                    Women investors
                    Business owners
                    1800 North Military Trail
                    Suite 300
                    Boca Raton, FL 33431

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Life is unpredictable. Could we be better prepared?

                  For some of life's questions you're not alone. Together we can find the answer.

                  With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

                  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