Robert Vallecorse, CFP - UBS Financial Services Inc.

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555 California St Fl 32
San Francisco, CA 94104
+1 (415) 954-6746
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing comprehensive wealth management solutions for ultra-high net worth clients and their families, particularly those with ties to Asia. With over 15 years of experience, the team focuses on building lasting relationships through personalized financial strategies that address complex cross-border issues, investment opportunities, and estate planning.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the mission of the team by assisting with international client onboarding, complex trust structures, and fiscal compliance. Her extensive experience in the financial sector, combined with a dedication to client service, enhances the team's ability to deliver tailored solutions for their diverse clientele.

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United States›California›San Francisco›Robert Vallecorse, CFP - UBS Financial Services Inc.

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