Brandes Investment

Visit our office today located in San Diego, 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 Diego, 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.

Zhong Wealth Management Group at UBS Financial Services Inc. in San Diego, CA, is dedicated to providing personalized financial strategies tailored to the unique needs of ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through quality client service and a deep understanding of clients' priorities and goals. With over 15 years of experience in international wealth management, Joanne and her team leverage extensive global resources to offer comprehensive solutions in investment, liquidity, and estate planning. They are committed to helping clients navigate complex cross-border risks and regulations, ensuring a secure financial future for their businesses and families. Generated from the website