Benjamin Ling, CFP, CRPC-UBS Financial Services Inc

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1 Pointe Dr Ste 140
Brea, CA 92821
+1 (714) 256-5484
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, offers tailored financial strategies for ultra-high net worth clients and their families, with a focus on international wealth management. The team specializes in navigating complex cross-border business risks and estate planning, ensuring clients can confidently pursue their financial goals.

Wealth Management Associate Danyi Gu supports the team’s mission by providing essential services related to international client onboarding, stock transactions, and fiscal compliance. Together, they leverage extensive industry experience and a global network to deliver comprehensive private wealth management solutions, fostering long-term relationships built on exceptional client service.

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"Very well established establishment, house with great staffing! Been with them for well over a yr and I wholeheartedly trust their guidance and recommendations to improve my portfolio! Give them a..."
United States›California›Brea›Benjamin Ling, CFP, CRPC-UBS Financial Services Inc

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