Belin Robertson - UBS Financial Services Inc.

The Callan Group at UBS Financial Services Inc. in Irvine, CA, is dedicated to providing comprehensive wealth management solutions, focusing primarily on family wealth management. Team member Albert Shih, a First Vice President with over a decade of experience, collaborates with high-level executives and entrepreneurs to create tailored financial plans that ensure multi-generational legacies. With a B.A. in Economics from UCLA and a background as a Research Analyst, Albert brings a wealth of knowledge to his clients. In addition to his professional achievements, he actively volunteers with Habitat for Humanity Los Angeles and embraces adventurous travels and unique culinary experiences in his personal time. Generated from the website

UBS Financial Services Inc., with a focus on family wealth management, helps high-level executives and successful entrepreneurs craft tailored financial plans that ensure their legacies endure across generations. Albert Shih, a financial advisor and First Vice President at UBS, has been instrumental in this mission since joining the firm in 2014. With a B.A. in Economics from the University of California Los Angeles and prior experience as a Research Analyst with CBRE, Albert Shih employs the UBS Wealth Way approach, which emphasizes Liquidity, Longevity, and Legacy. His community involvement includes volunteering with Habitat for Humanity Los Angeles, reflecting his commitment to both financial and social responsibility. Generated from the website

Fisher Investments, based in Irvine, CA, is a fiduciary investment adviser catering to a diverse clientele globally. Their services include personal wealth management, business 401(k) services, and institutional investing. They pride themselves on their investment experience, client-focused approach, and tailored investment portfolios designed to help clients achieve their financial goals. With a strong leadership team and a commitment to personalized service, Fisher Investments stands out for their top-down investment process and strategies like ESG responsible investing. They serve a range of clients, from small businesses to large institutional entities, providing expert guidance on market topics and investment issues through their resource library and insights section. Generated from the website content