Marque Cohen, CMFC, CWS, CRPC, Cepa-UBS Financial Services Inc

Coastal Advisors-UBS Financial Services, located in San Diego, CA, specializes in providing personalized wealth management and financial advice to a select group of high-net-worth individuals, executives, entrepreneurs, and multigenerational families. Their dedicated team focuses on building trusted relationships and delivering tailored strategies that address the unique financial needs and goals of their clients. With a comprehensive approach that includes advanced planning, estate and tax strategies, and philanthropic guidance, Coastal Advisors aims to simplify the complexities of wealth management. Their expertise is further enhanced by UBS Family Office Solutions, offering clients deep insights and specialized resources to navigate their financial journeys effectively. Generated from the website

Zhong Wealth Management Group, based in San Diego, CA, is dedicated to providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team prioritizes long-term relationships and customized financial strategies to help clients achieve their life goals. With a focus on international clientele, the group navigates complex cross-border investment regulations and estate planning issues, ensuring clients receive practical and strategic advice. Supported by a knowledgeable team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group is committed to delivering exceptional service and solutions for their clients' financial needs. Generated from the website

Visit our office today located in San Diego, 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.