Jason Krischer, CFP - UBS Financial Services Inc.

Susan Romaine, CFP®, is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Sherman Oaks, CA, bringing over 24 years of experience in private wealth management. Her comprehensive approach focuses on longevity planning, legacy planning, and life transition planning to help clients navigate their financial journeys and achieve their life goals. In addition to her financial expertise, Susan is dedicated to making a positive impact in her community, having founded the nonprofit organization Kitten Rescue Los Angeles and serving on various art society boards. She holds a Bachelor of Arts degree in Government and Political Science from The College of William and Mary and has earned multiple financial planning credentials. Generated from the website

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in comprehensive wealth management for ultra-high net worth entrepreneurs and families with international ties, particularly focusing on those connected to Asia. With over 15 years of experience, Joanne and her team are dedicated to developing long-term relationships while providing customized financial strategies and solutions for their clients' complex cross-border needs. Supporting Joanne is Danyi Gu, an Authorized Officer Wealth Management Associate, who plays a crucial role in navigating the intricate regulations and documentation required for international clientele. Together, they emphasize quality service and a solutions-oriented approach, ensuring clients receive tailored advice for effective investment, liquidity, and estate planning strategies. Generated from the website