Forrest Financial Services - Ubs Financial Services

ROTH Capital Partners is a full-service investment banking firm that serves the needs of small and large businesses. It is a privately owned company that has been in business since 1984. The company specializes in offering capital raising, research coverage, trading, market making, investor conferencing, and merger and acquisition advisory services. ROTH Capital Partners focuses on providing liquidity for its corporate clients. The company offers a variety of directed share programs and wealth management services. It also provides financial portfolio evaluation services and fixed-income products, such as corporate, municipal, treasury and agency bonds. ROTH Capital Partners offers services for clients in the health care, energy, gaming and consumer products industries.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive private wealth management solutions tailored to ultra-high net worth clients and families, particularly those with ties to Asia. With over 15 years of experience in international wealth management, the team is dedicated to fostering long-term relationships through customized strategies and exceptional client service. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group's mission by handling complex international client onboarding and fiscal compliance. Her attention to detail and expertise in cross-border regulations ensure clients receive effective solutions for their financial needs, further enhancing the team's commitment to quality service and client satisfaction. Generated from the website

Jason Sabaugh - UBS Financial Services in Newport Beach, CA, offers a range of financial services to individuals and businesses. Specializing in investment management, wealth planning, and retirement strategies, the firm aims to help clients achieve their financial goals. With a team of experienced financial advisors, Jason Sabaugh - UBS Financial Services provides personalized and tailored financial solutions to meet the unique needs of each client. By offering comprehensive financial advice and guidance, the firm strives to empower clients to make informed decisions about their financial future. Generated from their business information