Castro Valley, CA Office

Rashell Miszanczuk is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Morgan Stanley and UBS Financial Services. She is currently based in Castro Valley, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Veronica Wang is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. She has worked at UBS since 2018 and has prior experience in the metal fabrication and restaurant industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations. The firm provides a range of services including fee-based financial planning and portfolio management, operating with both wealth management and institutional trading capabilities.

Warren Cheung is a financial advisor with UBS Financial Services in Castro Valley, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities alongside wealth management services.