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Rita J. Rothstein
Vice President - Investments
775 Page Mill Road
Palo Alto, CA 94304
650-496-7423
650-496-7499 fax
rita.rothstein@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (156kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
News

UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors
2009 Investor Day: UBS provides an update on the progress in transforming the firm

Spotlight Articles

2010 market outlook and investment opportunities
Managing your portfolio for you and your heirs
Market Outlook: 2010–the year of living less dangerously (591kb)

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2010 Market Opportunities

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