H2 Investments LLC

Ougla Investments LLC is a financial services firm based in Brea, CA, specializing in investment management and advisory services. With a focus on strategic financial planning and asset allocation, Ougla Investments LLC assists clients in achieving their long-term financial goals. Generated from their business information

UBS Financial Services Inc. in Brea, CA, excels in building lasting relationships by understanding clients' priorities and goals, offering tailored financial strategies and insights. Led by experienced professionals like Jaspreet Jesse Puri, the firm focuses on delivering best-in-class advice and solutions to help clients confidently pursue their life aspirations. The team at UBS is dedicated to quality client service and long-term relationship development, boasting a combined experience of over 15 years in the financial services industry. Recognition from Forbes highlights their commitment to excellence, as they continue to empower clients with a comprehensive approach to wealth management. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing personalized financial strategies tailored to the unique needs of ultra-high net worth entrepreneurs and families, particularly those with connections to Asia. The team, led by Managing Director Joanne Zhong, emphasizes building long-term relationships and delivering quality client service to help clients navigate complex cross-border investment and estate planning challenges. With a focus on comprehensive wealth management solutions, the group benefits from the extensive global resources of UBS and a strong network of industry specialists. Associate Danyi Gu supports the mission by handling international client onboarding and compliance, ensuring that clients receive meticulous attention and innovative strategies to address their financial requirements. Generated from the website