Robert G. Whelan - UBS Financial Services Inc.

Visit our office today located in San Francisco, 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.

Visit our office today located in San Francisco, 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.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing bespoke financial strategies tailored for ultra-high net worth clients, particularly those with strong ties to Asia. With over 15 years of experience in wealth management, the group emphasizes long-term client relationships, focusing on comprehensive advice related to cross-border investments, estate planning, and risk management. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team in addressing the complex needs of international clientele. Her expertise encompasses international client onboarding, trust and estate documentation, and compliance, ensuring that clients receive meticulous attention and innovative financial solutions tailored to their unique circumstances. Generated from the website