Oreste Volkert - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth individuals, families, and family offices with international ties, particularly to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through attentive client service and customized financial strategies to help clients achieve their life goals. Danyi Gu, an authorized officer and wealth management associate, supports the team's mission by navigating the complexities of international client onboarding and fiscal compliance. With a commitment to addressing the unique challenges faced by their clients, the Zhong Wealth Management Group ensures that clients benefit from informed decision-making and access to a robust network of global resources. Generated from the website

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs, families, and their family offices, particularly with strong ties to Asia. Led by Managing Director Joanne Zhong, the team is committed to fostering long-term relationships through a deep understanding of clients' priorities and tailored strategies to meet their financial goals. The group's members, including Wealth Management Associate Danyi Gu, bring extensive experience and in-depth knowledge of complex cross-border risks and regulations, ensuring that clients receive attentive service across various financial needs. Their mission centers on delivering quality strategies and a solutions-oriented approach to help clients preserve and grow their wealth for future generations. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.