Jake Cooper, CFP, Cima-UBS Financial Services Inc

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1999 Avenue of the Stars Ste 36
Los Angeles, CA 90067
+1 (310) 772-7065
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc., offers tailored financial strategies to ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the firm focuses on long-term client relationships and provides expertise in cross-border investment, estate planning, and complex financial solutions.

Supported by a dedicated team including Wealth Management Associate Danyi Gu, the group emphasizes comprehensive wealth management services and fiscal compliance for international clients. With a commitment to quality client service, Zhong Wealth Management Group prides itself on developing strategies that align with clients' unique goals and aspirations.

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United States›California›Los Angeles›Jake Cooper, CFP, Cima-UBS Financial Services Inc

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