Fogarty | Hernandez - UBS Financial Services Inc.

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251 S Lake Ave Fl 10
Pasadena, CA 91101
+1 (626) 405-4755
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Pasadena, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong and supported by a dedicated team, the group emphasizes building long-term relationships while tailoring strategies to meet the unique financial goals of individuals, families, and family offices.

The firm's expertise encompasses navigating complex cross-border regulations and risks, focusing on investment solutions, liquidity management, and estate planning. Team member Danyi Gu further enhances their offerings with her extensive knowledge of international client onboarding and financial compliance, ensuring clients receive personalized service in their wealth management journey.

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