Steven Cox, CFP - UBS Financial Services Inc.

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400 S El Camino Real Ste 900
San Mateo, CA 94402
+1 (650) 696-1318
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families with international connections, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on developing long-term relationships and understanding clients' unique financial goals while navigating complex cross-border investment and estate planning challenges.

With a dedicated team, including Wealth Management Associate Danyi Gu, Zhong Wealth Management Group emphasizes a solutions-oriented approach, combining extensive industry expertise with a commitment to quality client service. The firm leverages the global resources of UBS to offer clients strategic insights and practical strategies aimed at preserving and growing their wealth for future generations.

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