Barry L. Pinsky, CFP, ChFC, CLU - UBS Financial Services Inc.

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15260 Ventura Blvd Ste 1800
Sherman Oaks, CA 91403
+1 (818) 377-8823
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in comprehensive wealth management for ultra-high net worth entrepreneurs and families with international ties, particularly focusing on those connected to Asia. With over 15 years of experience, Joanne and her team are dedicated to developing long-term relationships while providing customized financial strategies and solutions for their clients' complex cross-border needs.

Supporting Joanne is Danyi Gu, an Authorized Officer Wealth Management Associate, who plays a crucial role in navigating the intricate regulations and documentation required for international clientele. Together, they emphasize quality service and a solutions-oriented approach, ensuring clients receive tailored advice for effective investment, liquidity, and estate planning strategies.

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"After reading some of the reviews, was ready for battle upon entry. However , professional kindness was extended to all of clients including myself. The requests I had was taken care of quickly...."
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United States›California›Sherman Oaks›Barry L. Pinsky, CFP, ChFC, CLU - UBS Financial Services Inc.

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