Katie Tschida

Katie is a CERTIFIED FINANCIAL PLANNER™ professional and Senior Wealth Strategy Associate with UBS's Mission Family & Business Group in Carmel Valley. She works closely with business owners, families, and high net worth individuals to help them navigate complex financial decisions and develop customized wealth management strategies aligned with their long-term goals.

Since joining UBS in 2021, Katie has supported clients across a broad range of planning needs, including investment management, retirement planning, estate planning, insurance analysis, and wealth transfer strategies. As a relationship manager, she is dedicated to building lasting client relationships through proactive communication, thoughtful guidance, and personalized service. She partners with clients to understand what matters most to them and helps translate their goals into actionable financial strategies.

Katie further expanded her expertise through a rotation with UBS's Ultra High Net Worth Client Solutions Group in New York, where she gained valuable experience supporting family offices and ultra-high-net-worth families with sophisticated planning needs. Prior to UBS, she worked as a Trader at LPL Financial and as a Wealth Advisor Associate at Morgan Stanley.

Katie earned a Master of Professional Studies in Wealth Management from Columbia University, and a Bachelor of Science in Marketing from San Diego State University. In addition to her CFP® certification, Katie holds Series 7 and Series 66 licenses and has co-authored articles published in Wealth Management Magazine focused on financial planning education and CFP® programs.

Outside of work, Katie enjoys staying active, practicing yoga, trying new restaurants, and traveling. She has visited more than 30 countries across five continents and looks forward to continuing her global adventures.