Benjamin Dean - UBS Financial Services Inc.

The Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions to ultra-high net worth clients, particularly those with connections to Asia. With over 15 years of experience in wealth management, the team is dedicated to developing long-term relationships and offering tailored strategies that address the unique challenges of cross-border investments and estate planning. Supporting the mission of the group, Wealth Management Associate Danyi Gu brings expertise in managing complex client needs, including international client onboarding and compliance. Together, they leverage the extensive resources of UBS to ensure clients receive quality financial advice and personalized service, helping preserve and grow their wealth for future generations. Generated from the website

Visit our office today located in San Francisco, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in San Francisco, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.