Bisceglia Wealth Management Group is a dedicated team of Financial Advisors based in San Jose, CA, committed to providing quality strategies customized to clients' needs. With extensive experience and access to UBS's support and programs, they offer guidance to help clients achieve their financial goals, focusing on long-term relationships and quality client service.
Led by Senior Vice Presidents Frank Bisceglia and Thomas Bisceglia, the team brings expertise in wealth management and investment solutions, supported by Debbie Mazzulla, an Authorized Officer and Wealth Management Associate. They offer personalized financial advice, helping clients navigate the complexities of today's markets and plan for their short-term needs, longer-term goals, and future generations.
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