Daniel Stern-UBS Financial Services Inc

Visit our office today located in Roseville, 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.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Roseville, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with ties to Asia. With a client-centric approach, they prioritize long-term relationships, offering customized strategies that encompass investment, estate planning, and cross-border considerations. Leading the team is Joanne Zhong, an accomplished International Wealth Management Advisor with over 15 years of experience, alongside Danyi Gu, a Wealth Management Associate dedicated to assisting clients with complex financial needs. Together, they leverage their extensive industry knowledge and global resources to ensure clients can confidently navigate financial opportunities and challenges. Generated from the website

The Sacramento Regional Institutional Sales Group is a team of experienced financial advisors at UBS Financial Services Inc. located in Roseville, CA. They offer insight-based advice and customized strategies to help clients pursue their financial goals and provide quality client service through long-term relationships. With a focus on liquidity management and a commitment to quality, the team at Sacramento Regional Institutional Sales Group aims to be the primary source of financial advice for their clients. They are part of UBS, a global leader in wealth management with a strong global footprint and a history of guiding clients through various financial challenges and market opportunities.Generated from the website