Marque Cohen, CMFC, CWS, CRPC, Cepa - Ubs Financial Services

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600 W Broadway
San Diego, CA 92101
+1 (619) 557-4719
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services, is dedicated to providing comprehensive wealth management solutions to ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. With over 15 years of industry experience, the team emphasizes building long-term relationships and delivering customized financial strategies tailored to each client's unique goals and needs.

Led by Managing Director Joanne Zhong, the group combines extensive knowledge of complex cross-border regulations with access to global resources, ensuring clients receive practical and effective financial advice. Danyi Gu, a Wealth Management Associate, enhances the team's mission by focusing on international client onboarding and compliance, further solidifying the group’s commitment to personalized client service.

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United States›California›San Diego›Marque Cohen, CMFC, CWS, CRPC, Cepa - Ubs Financial Services