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Visit our office today located in Seal Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

UBS Financial Services in Bakersfield, CA, focuses on cultivating lasting relationships with clients by understanding their priorities and life goals. With over 160 years of experience and a commitment to quality client service, UBS aims to be a primary source of financial advice, tailoring strategies to meet individual needs. The team is led by Jaspreet Jesse Puri, an Executive Director with more than 15 years in the financial services industry, and Lisa Monica, a Director and Admin Manager passionate about client service. Together, they drive business growth while promoting a collaborative and supportive environment for financial advisors and clients alike. Generated from the website

National Planning Corp, based in Seal Beach, CA, is a financial services firm specializing in wealth management and investment planning for individuals and businesses. With a team of experienced advisors, National Planning Corp offers personalized financial solutions tailored to meet the unique needs and goals of their clients. Generated from their business information