John Cowley - UBS Financial Services Inc.

Lotus Bridge Wealth Management, located in Brea, California, provides comprehensive financial advisory services designed to help clients achieve their unique vision of financial freedom. Their team specializes in financial planning, investment management, retirement planning, estate planning, and tax planning, ensuring a holistic approach to wealth management. Committed to acting as coaches and advocates for their clients, Lotus Bridge Wealth Management emphasizes accountability and personalized guidance through every stage of life. They work collaboratively to create tailored strategies that align resources with individual goals, whether clients are just starting their financial journeys or preparing for retirement. Generated from the website

John Halperin is a Senior Vice President at UBS Financial Services Inc., specializing in wealth management for athletes and entertainers. His team offers a customized, collaborative approach designed to address the complex financial needs of successful individuals, ensuring that their financial planning keeps pace with their dynamic personal and professional goals. With a commitment to providing a comprehensive suite of services, Halperin's expertise spans investment management, longevity planning, wealth transfer strategies, and tax planning, all tailored to meet the distinct challenges faced by high achievers in the entertainment industry. Recognized for his excellence, he has repeatedly been named among Forbes' Best-in-State Wealth Advisors, reflecting his dedication to delivering superior financial advice and resources. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs, families, and their family offices, particularly with strong ties to Asia. Led by Managing Director Joanne Zhong, the team is committed to fostering long-term relationships through a deep understanding of clients' priorities and tailored strategies to meet their financial goals. The group's members, including Wealth Management Associate Danyi Gu, bring extensive experience and in-depth knowledge of complex cross-border risks and regulations, ensuring that clients receive attentive service across various financial needs. Their mission centers on delivering quality strategies and a solutions-oriented approach to help clients preserve and grow their wealth for future generations. Generated from the website