Patricia Johnson - UBS Financial Services Inc.

Visit our office today located in Los Angeles, 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.

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston and Providence and over $60 billion in assets under management, the company manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients. With over 40 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth individuals and families, particularly those with strong ties to Asia. With over 15 years of industry experience, Joanne focuses on navigating complex cross-border risks while supporting clients in preserving and transferring their wealth across generations. Supporting Joanne is Danyi Gu, an Authorized Officer and Wealth Management Associate, who brings deep knowledge of international financial regulations and client onboarding processes. Together, the team is committed to delivering meticulous client service and innovative financial strategies that address the unique needs of their international clientele. Generated from the website