Brandi L. Schnathorst, CFP - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing customized wealth management strategies for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. The team, led by Managing Director Joanne Zhong, emphasizes building long-term relationships and offering comprehensive advice on cross-border business complexities, investment solutions, and estate planning. The group's expertise is further enhanced by Wealth Management Associate Danyi Gu, who specializes in navigating intricate international regulations and facilitating client onboarding processes. Together, they focus on delivering tailored financial solutions that help clients preserve and transfer their wealth across generations while maintaining a commitment to quality client service. Generated from the website

Mark Gregory is a Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., leveraging his extensive experience to assist clients in defining and achieving their long-term financial goals. His approach is centered on individual client priorities, employing strategies such as the UBS Wealth Way, which focuses on liquidity, longevity, and legacy to structure each client's financial planning. UBS has established itself as a leader in global wealth management, boasting over 160 years of expertise and a robust network across 51 countries. The firm is dedicated to building lasting relationships with clients while providing insights and resources designed to navigate complex market environments and address diverse financial challenges. Generated from the website

Alan Tores, CFP, is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Westlake Village, CA, specializing in comprehensive financial planning that includes estate planning, retirement planning, investments, insurance, and tax planning. In addition to his professional expertise, Alan is actively engaged in his community, having coached local youth sports and served on the board of the Yarrow Family YMCA. He resides in Thousand Oaks with his wife and two children, where he enjoys various outdoor activities and supports his son’s college sports endeavors. Generated from the website