Kenneth M. Callan - UBS Financial Services

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20 Pacifica Ste 1500
Irvine, CA 92618
+1 (949) 453-5118
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families, particularly those with ties to Asia. With over 15 years of experience, Joanne focuses on navigating the complex landscape of cross-border investments and estate planning, ensuring her clients' legacies are preserved for future generations.

The team, including Wealth Management Associate Danyi Gu, is dedicated to delivering exceptional client service and developing long-term relationships through a deep understanding of their clients' unique financial needs. Together, they leverage global resources and an extensive network of specialists to offer customized strategies that empower clients in achieving their financial goals.

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United States›California›Irvine›Kenneth M. Callan - UBS Financial Services

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