Ceder-Cain Group - UBS Financial Services Inc.

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15260 Ventura Blvd Ste 1800
Sherman Oaks, CA 91403
+1 (818) 377-8864
https://advisors.ubs.com

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Sherman Oaks, CA, specializes in providing tailored financial strategies for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term relationships and delivers comprehensive wealth management solutions while navigating complex cross-border regulations.

With over 15 years of industry experience, the team is dedicated to understanding their clients' unique goals and priorities, ensuring quality client service throughout their financial journey. Danyi Gu, an Authorized Officer, supports the group's mission by managing international client onboarding and compliance, thus enhancing the financial well-being of their clientele.

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