Roth Wealth Management Group - UBS Financial Services Inc.

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

The Katzaroff Kottmeier Thompson Group at UBS Financial Services Inc. in Irvine, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through customized financial strategies and exceptional client service. With extensive experience in international wealth management, the team offers expertise in navigating complex cross-border regulations, investment strategies, and estate planning. Associate Danyi Gu plays a critical role in client onboarding and compliance, ensuring that clients receive tailored support for their diverse financial needs. 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