Lakeshore Partners - Ubs Financial Services

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1255 Treat Blvd
Walnut Creek, CA 94597
+1 (866) 500-4875
http://www.pifsl.com

Zhong Wealth Management Group, part of UBS Financial Services in Walnut Creek, CA, specializes in providing comprehensive wealth management solutions to ultra-high net worth clients with international ties, particularly in Asia. Led by Managing Director Joanne Zhong, the team is dedicated to fostering long-term relationships while offering customized financial strategies that encompass investment, estate planning, and risk management.

Danyi Gu, as a Wealth Management Associate, supports the team's mission by managing complex cross-border regulations and client onboarding processes. With a focus on international stock transfers and fiscal compliance, the team emphasizes attention to detail and personalized service to address the unique financial needs of their clientele.

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