Nickolas Prieto, CFA, CFP, CRPS - UBS Financial Services Inc.
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 305 Lytton Ave, Palo Alto, CA 94301
- Phone
- (650) 289-7013
- Website
- advisors.ubs.com
- County
- Santa Clara County
About
Palo Alto and Peninsula households turn to Nickolas Prieto, CFA, CFP, CRPS - UBS Financial Services Inc. for personal financial planning and investment guidance that helps them plan with confidence. We are a financial consulting and planning practice serving individuals and families in Palo Alto, Santa Clara County and the surrounding Peninsula.
Our work centers on helping clients organize their finances, set clear goals and build investment strategies suited to their circumstances. We approach each relationship with a focus on understanding your priorities, so that the guidance you receive fits your life rather than a generic template.
Clients can learn more about our services and team through our website.
Our work centers on helping clients organize their finances, set clear goals and build investment strategies suited to their circumstances. We approach each relationship with a focus on understanding your priorities, so that the guidance you receive fits your life rather than a generic template.
Clients can learn more about our services and team through our website.