Christopher Harrer-UBS Financial Services Inc

UBS Financial Services Inc., located in El Segundo, CA, is a prominent wealth management firm that specializes in family wealth management, focusing on high-level executives and successful entrepreneurs. With a commitment to ensuring multi-generational legacies, the firm utilizes its UBS Wealth Way approach, emphasizing liquidity, longevity, and legacy to meet clients' diverse financial needs. Founded more than 160 years ago, UBS has demonstrated resilience and expertise in navigating various market conditions, earning recognition as a leading global wealth manager. The firm is backed by a strong team, including First Vice President Albert Shih, who brings a rich background in economics and a dedication to serving the community through volunteer efforts. Generated from the website

Zhong Wealth Management Group, led by Joanne Zhong, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients, particularly those with international ties, particularly in Asia. With a commitment to understanding clients' unique priorities, the team develops customized strategies that encompass investment, liquidity solutions, and estate planning. Danyi Gu, an authorized officer and wealth management associate, supports the group's mission by navigating the complexities of cross-border regulations and risk management. Together, they focus on fostering long-term relationships while delivering top-tier client service amid the evolving landscape of global wealth management. Generated from the website

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the El Segundo, CA area, Casi DiLeva will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.