Keith Tran - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing tailored wealth management solutions for ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships through quality client service, addressing complex cross-border investment and estate planning needs. With over 15 years of experience, Joanne and her team leverage UBS's extensive global resources to deliver comprehensive financial strategies. Wealth Management Associate Danyi Gu supports the group's mission by managing intricate client documentation and fiscal compliance, ensuring that each client receives personalized attention and expertise. Generated from the website

Visit our office today located in Irvine, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with connections to Asia. With a commitment to understanding clients' unique goals and priorities, the team focuses on establishing long-term relationships and delivering customized financial strategies. Led by Managing Director Joanne Zhong, who has over 15 years of experience in international wealth management, the group is supported by a skilled team including Wealth Management Associate Danyi Gu. Together, they leverage UBS's global resources to navigate complex cross-border risks, investment opportunities, and estate planning needs, ensuring clients' wealth is effectively preserved and transferred across generations. Generated from the website