Fresno, CA Branch Office - UBS Financial Services Inc.
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UBS Financial Services Inc. is a leading wealth management firm with over 160 years of experience, dedicated to understanding clients' priorities and helping them achieve their financial goals. The firm emphasizes the importance of lasting relationships and quality client service, supported by a team of top financial advisors across its branches.
Jaspreet Jesse Puri serves as the Executive Director and Market Director at UBS's Encino Valencia and Bakersfield Wealth Management Offices, leveraging his extensive experience in the financial services industry. Alongside him, Lisa Monica, the Director and Admin Manager, is committed to enhancing team support and client satisfaction, ensuring a strong service-driven culture within the organization.
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