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Times may change. Commitments don't.


In today's economy, good financial advice has never been more critical. That’s why it’s so important to partner with a dedicated Financial Advisor who is committed to listening to you, understanding your concerns and helping ensure all aspects of your financial life are aligned. I'll strive to be your personal advocate, and provide you with advice that is tailored to your unique circumstances and all you'd like your wealth to achieve. I look forward to helping you embrace your financial future with confidence.


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Nancy S. Ubaldi

Nancy S. Ubaldi
Vice President – Wealth Management
Financial Advisor
Wealth Advisor


50 West San Fernando Street
8th Floor,
San Jose, CA 95113
408-282-8438
408-282-8438
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