Nickolas Prieto, Cfa, CFP, CRPS, Cepa-UBS Financial Services Inc

Call
Website

Photos

64 Willow Pl Ste 200
Menlo Park, CA 94025
+1 (650) 289-7013
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. With a focus on building long-lasting relationships, the team emphasizes personalized financial strategies that address complex cross-border risks and regulations.

Led by Joanne Zhong, a seasoned International Wealth Management Advisor, and supported by Wealth Management Associate Danyi Gu, the group prides itself on its extensive industry expertise and dedication to quality client service. Through a solutions-oriented approach, they help clients navigate financial challenges while preserving and passing on their wealth to future generations.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Fidelity Investments
Business services, nec, nec, Security brokers and dealers, Investors, nec, nec

Fidelity Investments

41
"I spent several hours on the phone with another major financial services provider trying to roll over several small IRAs and then nothing happened. They finally sent me forms in the mail, but..."
photo of Chaunie L.
TIAA Financial Services
Automobile and consumer finance companies, Business services, nec, nec

TIAA Financial Services

Our wealth management advisors in TIAA’s Palo Alto, CA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2906.
Opus: Advice First-Ameriprise Financial Services, LLC
Business services, nec, nec

Opus: Advice First-Ameriprise Financial Services, LLC

At Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palo Alto, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
United States›California›Menlo Park›Nickolas Prieto, Cfa, CFP, CRPS, Cepa-UBS Financial Services Inc

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.