Sherman Oaks, CA Branch Office - UBS Financial Services Inc.

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15260 Ventura Blvd Ste 1800
Sherman Oaks, CA 91403
+1 (818) 377-8800
https://local.ubs.com

UBS Financial Services Inc. is a leading wealth management firm with a commitment to cultivating lasting relationships by understanding clients' priorities and life goals. With a team of experienced financial advisors, UBS provides tailored strategies and expert insights into global markets, ensuring quality client service and support for their financial aspirations.

Jaspreet Jesse Puri serves as the Executive Director and Market Director, overseeing the branch operations and fostering business growth, while Lisa Monica, the Director and Admin Manager, focuses on enhancing client service through her extensive experience in financial services. Together, they lead a dedicated team aimed at delivering best-in-class financial advice and solutions to individuals and families across various states.

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United States›California›Sherman Oaks›Sherman Oaks, CA Branch Office - UBS Financial Services Inc.

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