Alexander P Velto-UBS Financial Services Inc

Lotus Bridge Wealth Management, located in Brea, California, provides comprehensive financial advisory services designed to help clients achieve their unique vision of financial freedom. Their team specializes in financial planning, investment management, retirement planning, estate planning, and tax planning, ensuring a holistic approach to wealth management. Committed to acting as coaches and advocates for their clients, Lotus Bridge Wealth Management emphasizes accountability and personalized guidance through every stage of life. They work collaboratively to create tailored strategies that align resources with individual goals, whether clients are just starting their financial journeys or preparing for retirement. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs, families, and their family offices, particularly with strong ties to Asia. Led by Managing Director Joanne Zhong, the team is committed to fostering long-term relationships through a deep understanding of clients' priorities and tailored strategies to meet their financial goals. The group's members, including Wealth Management Associate Danyi Gu, bring extensive experience and in-depth knowledge of complex cross-border risks and regulations, ensuring that clients receive attentive service across various financial needs. Their mission centers on delivering quality strategies and a solutions-oriented approach to help clients preserve and grow their wealth for future generations. Generated from the website

The Engel Team at UBS Financial Services Inc. specializes in providing tailored wealth management services for successful entrepreneurs, executives, and entertainment professionals. Their approach prioritizes personalized experiences, leveraging UBS's extensive research and resources to develop comprehensive financial plans that meet each client's unique goals and challenges. With a commitment to addressing clients' liquidity, longevity, and legacy needs, the team offers expertise in investment management, retirement planning, wealth transfer strategies, and life transition support. Their accolades, including recognition as Forbes' Best-in-State Wealth Advisors, reflect their dedication to helping clients navigate the complexities of their financial lives. Generated from the website