Brandi L Schnathorst, CFP-UBS Financial Services Inc

Diane M. Galvin, CFP, CIMA is a highly experienced financial planner who has been helping individuals and corporate investors with their investment planning needs for over 27 years. With a deep understanding of the inner workings of Wall Street, Diane is dedicated to assisting her clients in reaching their financial goals, whether it's education funding, retirement planning, charitable giving, or estate planning. As a Certified Financial Planner and Certified Investments Management Analyst, Diane offers comprehensive advice in various areas, including financial planning, long-term care planning, investing, lending services, and cash management. She is committed to maintaining competence as an advanced investment advisor and is registered with FINRA, holding multiple securities licenses. In addition to her successful career, Diane actively contributes to her community, serving on the board of Children Skills for Life and holding past positions in various chambers of commerce and the Rotary Club. In her free time, she enjoys swimming and hiking, and she currently resides in Moorpark with her daughter.Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth clients with international ties, particularly in Asia. The team emphasizes building long-term relationships through quality client service and a solutions-oriented approach to help clients achieve their financial goals. Danyi Gu, an Authorized Officer and Wealth Management Associate, complements the team's mission by assisting clients with the complexities of cross-border regulations and estate planning. Together, they focus on delivering customized strategies for investment and liquidity while ensuring compliance and efficient documentation for their diverse clientele. 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