Cfp Cima Joseph Senna Email & Phone Number | I work with individuals, families, business owners and public/private foundations who are in need of tailored solutions to manage their wealth and invest their assets to meet both short and long-term goals. My 30+ year career in the Financial Services Industry has allowed me to guide clients through both good and difficult market cycles by utilizing a goals based approach to investing. I am a Certified Financial Planner (CFP), College for Financial Planning, as well as, a Certified Investment Management Analyst (CIMA), Wharton School of Finance. Sentinel Wealth Consulting is the name of our team at UBS and consists of six Financial Advisors and three Client Service Associates. Our client Service associates provide best-in-class service to our clients every day. My free time is spent either enjoying a hike with Kimberley , my wife of 29 years, playing golf with friends or training for the Camino de Santiago in 2023. We have three wonderful boys living in three different states, which we love to visit as often as possible. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cfp Cima Joseph Senna

I work with individuals, families, business owners and public/private foundations who are in need of...
San Francisco Bay Area, San Francisco Bay Area, United States

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Cfp Cima Joseph Senna’s Email cima.senna@ubs.com

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Cfp Cima Joseph Senna’s Location San Francisco Bay Area, San Francisco Bay Area, United States

Cfp Cima Joseph Senna’s Current Industry Ubs Financial Services

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Work Experience

Ubs Financial Services

Senior Vice President - Wealth Management

2008-11-01 00:00:00 - Present

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FAQ About Cfp Cima Joseph Senna

Cfp Cima Joseph Senna is located at
San Francisco Bay Area, San Francisco Bay Area, United States

Cfp Cima Joseph Senna is a I work with individuals, families, business owners and public/private foundations who are in need of tailored solutions to manage their wealth and invest their assets to meet both short and long-term goals. My 30+ year career in the Financial Services Industry has allowed me to guide clients through both good and difficult market cycles by utilizing a goals based approach to investing. I am a Certified Financial Planner (CFP), College for Financial Planning, as well as, a Certified Investment Management Analyst (CIMA), Wharton School of Finance. Sentinel Wealth Consulting is the name of our team at UBS and consists of six Financial Advisors and three Client Service Associates. Our client Service associates provide best-in-class service to our clients every day. My free time is spent either enjoying a hike with Kimberley , my wife of 29 years, playing golf with friends or training for the Camino de Santiago in 2023. We have three wonderful boys living in three different states, which we love to visit as often as possible. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**