Perry A. Zeigler, CFP, CIMA, CPWA, CPM - UBS Financial Services Inc.

Zhong Wealth Management Group, a part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and their family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the group emphasizes long-term relationships and personalized strategies to help clients navigate complex financial landscapes and achieve their life goals. With a dedicated team including Authorized Officer Danyi Gu, Zhong Wealth Management Group is committed to addressing the unique challenges faced by international clients. Their expertise encompasses cross-border investment risks, estate planning, and tailored financial strategies, ensuring clients receive the highest level of service and support in managing their wealth. 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.

Torrey Pines Bank, the Southern California division of Western Alliance Bank, Member FDIC, delivers relationship banking that puts clients at the center of everything. Founded in 2003, Torrey Pines Bank offers a full spectrum of tailored commercial banking solutions delivered with outstanding service. With offices throughout San Diego County, Los Angeles County and Orange County, Torrey Pines Bank is a regional bank with significant national capabilities. Torrey Pines Bank delivers the reach, resources and local market expertise that make a difference for customers.