Henry A. Hernandez - UBS Financial Services

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20 Pacifica Ste 1500
Irvine, CA 92618
+1 (949) 453-5128
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management services to ultra-high net worth clients, particularly those with strong ties to Asia. The team is dedicated to building long-term relationships and offering tailored financial strategies that address complex cross-border risks, estate planning, and business investments.

Supported by Wealth Management Associate Danyi Gu, the group focuses on international client onboarding and compliance, ensuring that clients receive personalized attention and strategic solutions. With extensive experience in both the U.S. and Asia, Zhong Wealth Management Group offers a unique perspective on financial advising that emphasizes quality service and a deep understanding of client goals.

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