C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc. - San Jose, California

Okay, here’s a professional description of C Denise Brodersen, CFP, CPWA – UBS Financial Services Inc., formatted as requested, aiming for a formal and approachable tone:

C Denise Brodersen, CFP, CPWA – A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial planning, C Denise Brodersen, CFP, CPWA, at UBS Financial Services Inc., presents a dependable resource. Ms. Brodersen operates from a prime location in San Jose, California, and offers a robust suite of services designed to help clients achieve their long-term financial goals. Her expertise lies in providing strategic guidance across a wide range of financial consulting needs.

Location & Contact Information: Ms. Brodersen’s office is situated at 355 Santana Row Suite 2050, San Jose, CA 95128, United States. Clients can easily reach her by phone at 408-282-8430. A detailed overview of her professional profile, including investment strategies and client testimonials (though currently limited, as noted below), can be found on her dedicated UBS advisor page: advisors.ubs.com.

Specialties & Services: Ms. Brodersen’s primary areas of focus are as a Financial Consultant and a Financial Planner. This encompasses a broad range of services, including:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Education Funding

Accessibility & Amenities: Recognizing the importance of accessibility, UBS Financial Services Inc. – represented by Ms. Brodersen – has taken deliberate steps to ensure a welcoming environment for all clients. The office features a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site, alongside standard restroom facilities. Appointments are highly recommended to ensure dedicated time for client consultations.

Client Feedback & Current Status: Currently, C Denise Brodersen’s profile on Google My Business has 0 reviews, reflecting a nascent stage in client feedback collection. The average opinion is reported as 0/5. This doesn't detract from her professionalism, but it does suggest an opportunity for her to proactively solicit and encourage client reviews.

Key Takeaway: C Denise Brodersen, CFP, CPWA, offers a professional and accessible financial advisory service through UBS Financial Services Inc. Her dedication to personalized planning, combined with her commitment to client accessibility, makes her a valuable resource for those seeking to secure their financial future. We strongly encourage potential clients to visit her website at advisors.ubs.com to learn more and schedule a consultation.