Alan Tores, CFP - UBS Financial Services Inc.

Diane M. Galvin, CFP, CIMA is a highly experienced financial planner who has been helping individuals and corporate investors with their investment planning needs for over 27 years. With a deep understanding of the inner workings of Wall Street, Diane is dedicated to assisting her clients in reaching their financial goals, whether it's education funding, retirement planning, charitable giving, or estate planning. As a Certified Financial Planner and Certified Investments Management Analyst, Diane offers comprehensive advice in various areas, including financial planning, long-term care planning, investing, lending services, and cash management. She is committed to maintaining competence as an advanced investment advisor and is registered with FINRA, holding multiple securities licenses. In addition to her successful career, Diane actively contributes to her community, serving on the board of Children Skills for Life and holding past positions in various chambers of commerce and the Rotary Club. In her free time, she enjoys swimming and hiking, and she currently resides in Moorpark with her daughter.Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth clients with international ties, particularly in Asia. The team emphasizes building long-term relationships through quality client service and a solutions-oriented approach to help clients achieve their financial goals. Danyi Gu, an Authorized Officer and Wealth Management Associate, complements the team's mission by assisting clients with the complexities of cross-border regulations and estate planning. Together, they focus on delivering customized strategies for investment and liquidity while ensuring compliance and efficient documentation for their diverse clientele. Generated from the website

Brandi L. Schnathorst, CFP, is a dedicated Financial Advisor and CERTIFIED FINANCIAL PLANNER practitioner with over two decades of experience in the financial services industry. She focuses on building strong, ongoing relationships with clients, providing tailored financial guidance to navigate life's changes and ensure alignment with both short-term needs and long-term goals. Brandi holds dual Bachelor’s degrees in Finance and Marketing from Iowa State University, as well as an MBA in Financial Planning from California Lutheran University. Her professional accolades include recognition as one of Forbes' Top Women Wealth Advisors Best in State for 2025 and membership in the UBS Wealth Management Directors Council for 2024, reflecting her commitment to excellence in financial advisory services. Generated from the website