Lorenzo Zamora

Visit our office today located in Brea, 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.

Mortgage solutions for repeat and first-time home buyers including Conventional, FHA, VA, USDA, HomeFundMe Crowdfunding, Jumbo, and the All in One.

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