Ceder-Cain Group - Ubs Financial Services

Zhong Wealth Management Group, part of UBS Financial Services in Sherman Oaks, CA, is dedicated to providing customized financial strategies to ultra-high net worth clients and families, especially those with connections to Asia. Led by Joanne Zhong, the group emphasizes building long-term relationships and delivering comprehensive advice on cross-border business investments, estate planning, and wealth preservation.

Alongside Joanne, Danyi Gu plays a crucial role in supporting clients through complex international regulations and financial needs, focusing on trading restricted stock and managing cash flow solutions. With a commitment to quality client service and access to global resources, Zhong Wealth Management Group strives to be a primary source of financial advice for its clients.

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