Perry A. Zeigler, CFP, Cima, Cpwa - Ubs Financial Services

Zhong Wealth Management Group, part of UBS Financial Services in San Diego, CA, is dedicated to providing customized wealth management strategies for ultra-high net worth individuals and families, particularly those with international ties. Led by Managing Director Joanne Zhong, the team focuses on building long-term relationships with clients by understanding their unique priorities and offering comprehensive financial advice, including estate planning and investment solutions.

With a commitment to addressing the complexities of cross-border business and investment, the team leverages extensive resources from UBS to deliver tailored strategies that align with clients' financial aspirations. The group is supported by professionals like Danyi Gu, who specializes in navigating international regulatory challenges, ensuring a seamless experience for their diverse clientele.

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