Kenneth Flax, CIMA - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 496-7491
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Kenneth Flax, CIMA - UBS Financial Services Inc. offers financial planning, investment guidance and wealth management: clear advice, thoughtful planning and steady support, and that's what we offer to clients in Palo Alto and across Santa Clara County. We work as financial consultants and planners, helping individuals and families organize their finances around their goals.
Our approach is built on understanding each client's situation before recommending any strategy. We serve clients throughout Palo Alto and the surrounding communities of Santa Clara County, from the Peninsula to the South Bay.
Whether you are planning for retirement, managing investments or looking for a long-term financial partner, we are here to help you move forward with confidence.
To start a conversation, book a consultation online.
Our approach is built on understanding each client's situation before recommending any strategy. We serve clients throughout Palo Alto and the surrounding communities of Santa Clara County, from the Peninsula to the South Bay.
Whether you are planning for retirement, managing investments or looking for a long-term financial partner, we are here to help you move forward with confidence.
To start a conversation, book a consultation online.