Robert Morris Carver - UBS Financial Services Inc.

Visit our office today located in Irvine, 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, part of UBS Financial Services Inc. in Irvine, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth entrepreneurs and families with international ties, particularly in Asia. Led by Managing Director Joanne Zhong, the team prioritizes building long-term relationships through personalized client service and expert financial strategies tailored to individual needs. The group is supported by Wealth Management Associate Danyi Gu, who focuses on navigating complex cross-border regulations and assisting clients with investment proposals, international stock transfers, and fiscal compliance. With a commitment to delivering quality advice, Zhong Wealth Management Group aims to empower clients in preserving and transferring their wealth across generations. Generated from the website

UBS Financial Services Inc. in Irvine, CA, is a distinguished financial advisory firm that specializes in family wealth management, focusing on high-level executives and successful entrepreneurs. The firm emphasizes the importance of retirement planning, helping clients create tailored strategies that ensure their legacies endure for future generations. First Vice President Albert Shih, who joined UBS in 2014, holds multiple professional licenses and leverages his expertise in economics and human complex systems to guide clients in achieving their financial goals. With a strong commitment to community service and a passion for adventurous travel and unique cuisines, Shih works diligently to instill confidence in his clients' financial futures. Generated from the website