Joshua Miller - Ameriprise Financial Advisor, 50 W San Fernando St, Ste 900, San Jose, CA 95113, US

Nancy Ubaldi-UBS Financial Services Inc is a leading wealth management firm based in San Jose, CA. With over $185 million in assets under management, Nancy Ubaldi has built a successful business by providing comprehensive financial advice to successful families, helping them navigate the complexities of investing, wealth perpetuation, and transfer. With extensive knowledge of tax-efficient wealth strategies and a holistic approach to wealth management, Nancy has enabled her clients to achieve their personal financial goals and gain confidence in the markets. As a Senior Vice President of Wealth Management at UBS, Nancy Ubaldi holds multiple securities licenses and has earned numerous accreditations throughout her career. She prioritizes community involvement and serves as the Membership Chair for the American Association of University Women, a Music Therapy Volunteer at Hope Hospice, and holds leadership positions within the Dublin United Youth Soccer League. With a focus on long-term care planning, retirement planning, estate planning strategies, and custom portfolios, Nancy Ubaldi is dedicated to helping her clients pursue everything that's important to them, their families, and their businesses.Generated from the website

Patricia P White ESQ

Alan B Carlson ESQ

Matthew Leek, AGT - Ameriprise Financial

Hersey Christopher J