James E. Dahl - UBS Financial Services Inc.

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20 Pacifica Ste 1500
Irvine, CA 92618
+1 (949) 453-5108
https://advisors.ubs.com

UBS Financial Services Inc., based in Pasadena, CA, is a prominent wealth management firm dedicated to providing tailored financial solutions, focusing primarily on family wealth management for high-level executives and successful entrepreneurs. With a commitment to ensuring that clients' legacies endure for multiple generations, UBS employs a comprehensive approach that encompasses liquidity, longevity, and legacy strategies.

Since joining UBS in 2014, Albert Shih has been an integral part of The Wynne Group, utilizing his expertise to foster long-term financial confidence among clients. His background includes a degree in Economics from UCLA and experience as a Research Analyst at CBRE, complemented by active volunteer work with Habitat for Humanity in Los Angeles.

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