Ronald I. Ostrow - UBS Financial Services Inc.

The Callan Group at UBS Financial Services Inc. in Irvine, CA, is dedicated to providing comprehensive wealth management solutions, focusing primarily on family wealth management. Team member Albert Shih, a First Vice President with over a decade of experience, collaborates with high-level executives and entrepreneurs to create tailored financial plans that ensure multi-generational legacies. With a B.A. in Economics from UCLA and a background as a Research Analyst, Albert brings a wealth of knowledge to his clients. In addition to his professional achievements, he actively volunteers with Habitat for Humanity Los Angeles and embraces adventurous travels and unique culinary experiences in his personal time. Generated from the website

UBS Financial Services Inc., based in Pasadena, CA, is a prominent wealth management firm dedicated to providing tailored financial solutions, focusing primarily on family wealth management for high-level executives and successful entrepreneurs. With a commitment to ensuring that clients' legacies endure for multiple generations, UBS employs a comprehensive approach that encompasses liquidity, longevity, and legacy strategies. Since joining UBS in 2014, Albert Shih has been an integral part of The Wynne Group, utilizing his expertise to foster long-term financial confidence among clients. His background includes a degree in Economics from UCLA and experience as a Research Analyst at CBRE, complemented by active volunteer work with Habitat for Humanity in Los Angeles. Generated from the website

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.