Manhattan Beach, CA Branch Office - Ubs Financial Services

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong and Wealth Management Associate Danyi Gu, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth entrepreneurs, families, and their family offices. With a focus on clients with strong ties to Asia, the team navigates the complexities of cross-border business and investment, ensuring personalized strategies that preserve and grow wealth for future generations. Boasting over 15 years of experience in international wealth management, Joanne emphasizes the importance of building long-term relationships through quality client service, while Danyi supports the onboarding and fiscal compliance processes essential for international clients. Together, they leverage UBS's global resources and their extensive industry networks to deliver practical and innovative financial solutions. Generated from the website