Mark Haq - UBS Financial Services Inc.
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Zhong Wealth Management Group, part of UBS Financial Services Inc. in San Jose, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and their family offices, particularly those with ties to Asia. With a focus on building long-term relationships, the team emphasizes personalized strategies that address clients' complex financial needs, particularly in cross-border investment, estate planning, and compliance.
Led by Managing Director Joanne Zhong, the group is recognized for its extensive industry experience and commitment to exceptional client service. Supported by Wealth Management Associate Danyi Gu, the team navigates the challenges of international finance, ensuring clients achieve their financial goals with tailored solutions and comprehensive support.
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