Sonny Gulati - UBS Financial Services Inc.

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305 Lytton Ave
Palo Alto, CA 94301
+1 (650) 496-7337
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Palo Alto, CA, specializes in providing tailored financial strategies for ultra-high net worth individuals, families, and family offices, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term client relationships through a comprehensive understanding of individual priorities and a commitment to quality service.

With over 15 years of experience, Joanne and her team navigate the complexities of cross-border business and investment, utilizing extensive global resources to deliver effective wealth management solutions. Supporting this mission, Danyi Gu, an Authorized Officer, focuses on the intricacies of international client onboarding, fiscal compliance, and investment strategies, ensuring clients receive attentive and personalized service in their financial journeys.

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