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Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in comprehensive wealth management for ultra-high net worth entrepreneurs and families with international ties, particularly focusing on those connected to Asia. With over 15 years of experience, Joanne and her team are dedicated to developing long-term relationships while providing customized financial strategies and solutions for their clients' complex cross-border needs. Supporting Joanne is Danyi Gu, an Authorized Officer Wealth Management Associate, who plays a crucial role in navigating the intricate regulations and documentation required for international clientele. Together, they emphasize quality service and a solutions-oriented approach, ensuring clients receive tailored advice for effective investment, liquidity, and estate planning strategies. Generated from the website

Michael Nazarian is a Managing Director and Financial Advisor at UBS Financial Services Inc. in Sherman Oaks, CA, with over 20 years of experience in building, managing, preserving, and transitioning wealth for individuals, families, professionals, and business owners. He employs a comprehensive planning approach that focuses on investment, liability management, risk management, and fiduciary services, ensuring customized financial strategies that adapt to clients' evolving life circumstances and goals. Generated from the website

Fasano Krischer Shafer Wealth Management Group, part of UBS Financial Services Inc., is located in Sherman Oaks, CA, and has been dedicated to putting clients' best interests first for over two decades. The team employs a comprehensive approach to wealth management, focusing on lifestyle management, risk assessment, and portfolio construction to help clients achieve their financial goals. Led by experienced professionals including Mark Fasano, Jason Krischer, and Shawn Shafer, the group specializes in personalized financial planning and investment strategies tailored to the unique needs of individuals, families, and small business owners. Their commitment to integrity and accessibility fosters long-term relationships built on trust and confidence. Generated from the website