San Jose Options

Zhong Wealth Management Group is a dedicated financial advisory team within UBS Financial Services Inc., based in San Jose, CA, specializing in providing customized wealth management solutions for ultra-high net worth clients, particularly those with ties to Asia. With a strong focus on building long-term relationships, their mission is to guide clients in achieving their financial goals through comprehensive financial strategies and exceptional service. The team is led by Managing Director Joanne Zhong, an accomplished International Wealth Management Advisor with over 15 years of experience, complemented by Wealth Management Associate Danyi Gu, who manages complex cross-border risks and regulations. Together, they leverage their extensive knowledge and global resources to assist clients in navigating the intricacies of wealth preservation, investment, and estate planning. Generated from the website

Visit our office today located in San Jose, 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, is dedicated to providing comprehensive wealth management solutions tailored to the needs of ultra-high net worth clients, particularly those with international ties. The team, led by Managing Director Joanne Zhong, focuses on building long-term relationships through quality client service and a solutions-oriented approach to complex financial challenges. With over 15 years of experience, Joanne specializes in advising clients on cross-border business investments, liquidity solutions, and estate planning, drawing on global resources to deliver effective strategies. Supporting her efforts, Wealth Management Associate Danyi Gu enhances client experiences by managing complex trust structures, international stock transfers, and fiscal compliance, ensuring clients receive detailed attention and innovative solutions. Generated from the website