Jennifer Ho, CEPA - UBS Financial Services Inc.

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135 S State College Blvd Ste 650
Brea, CA 92821
+1 (714) 256-5480
https://advisors.ubs.com

Zhong Wealth Management Group, affiliated with UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth clients, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships while offering strategic advice on cross-border investments, estate planning, and liquidity solutions.

With a dedicated team that includes Wealth Management Associate Danyi Gu, Zhong Wealth Management Group prioritizes quality client service and personalized strategies to help clients preserve and grow their wealth. The firm combines extensive industry experience and a global network of specialists to ensure clients' financial goals are met effectively and efficiently.

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