Jaspreet Puri - UBS Financial Services Inc.
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Jaspreet Puri is an Executive Director and Market Director at UBS Financial Services Inc. in Sherman Oaks, CA, bringing over 15 years of experience in financial services to his clients. He is dedicated to supporting diverse clients, including high-net-worth executives, families, and entrepreneurs, by providing personalized and comprehensive financial planning, retirement strategies, and estate planning solutions.
Driven by a commitment to integrity and authenticity, Puri fosters genuine relationships with his clients, advising them as he would a family member or friend. His holistic approach and access to extensive firm resources enable him to deliver tailored services that meet the unique needs of each client, ensuring a smooth and intuitive experience.
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