Kenneth M. Callan - UBS Financial Services Inc.

UBS Financial Services Inc., with a focus on family wealth management, helps high-level executives and successful entrepreneurs craft tailored financial plans that ensure their legacies endure across generations. Albert Shih, a financial advisor and First Vice President at UBS, has been instrumental in this mission since joining the firm in 2014. With a B.A. in Economics from the University of California Los Angeles and prior experience as a Research Analyst with CBRE, Albert Shih employs the UBS Wealth Way approach, which emphasizes Liquidity, Longevity, and Legacy. His community involvement includes volunteering with Habitat for Humanity Los Angeles, reflecting his commitment to both financial and social responsibility. Generated from the website

The Katzaroff Kottmeier Thompson Group at UBS Financial Services Inc. in Irvine, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through customized financial strategies and exceptional client service. With extensive experience in international wealth management, the team offers expertise in navigating complex cross-border regulations, investment strategies, and estate planning. Associate Danyi Gu plays a critical role in client onboarding and compliance, ensuring that clients receive tailored support for their diverse financial needs. Generated from the website

The Callan Group at UBS Financial Services Inc. in Irvine, CA, is dedicated to providing comprehensive wealth management solutions, focusing primarily on family wealth management. Team member Albert Shih, a First Vice President with over a decade of experience, collaborates with high-level executives and entrepreneurs to create tailored financial plans that ensure multi-generational legacies. With a B.A. in Economics from UCLA and a background as a Research Analyst, Albert brings a wealth of knowledge to his clients. In addition to his professional achievements, he actively volunteers with Habitat for Humanity Los Angeles and embraces adventurous travels and unique culinary experiences in his personal time. Generated from the website