Mark D. Morgan - UBS Financial Services Inc.

UBS Financial Services Inc. in Irvine, CA, is a distinguished financial advisory firm that specializes in family wealth management, focusing on high-level executives and successful entrepreneurs. The firm emphasizes the importance of retirement planning, helping clients create tailored strategies that ensure their legacies endure for future generations.

First Vice President Albert Shih, who joined UBS in 2014, holds multiple professional licenses and leverages his expertise in economics and human complex systems to guide clients in achieving their financial goals. With a strong commitment to community service and a passion for adventurous travel and unique cuisines, Shih works diligently to instill confidence in his clients' financial futures.

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