Tak Credit Financial

Bisceglia Wealth Management Group is a dedicated team of Financial Advisors based in San Jose, CA, committed to providing quality strategies customized to clients' needs. With extensive experience and access to UBS's support and programs, they offer guidance to help clients achieve their financial goals, focusing on long-term relationships and quality client service. Led by Senior Vice Presidents Frank Bisceglia and Thomas Bisceglia, the team brings expertise in wealth management and investment solutions, supported by Debbie Mazzulla, an Authorized Officer and Wealth Management Associate. They offer personalized financial advice, helping clients navigate the complexities of today's markets and plan for their short-term needs, longer-term goals, and future generations.Generated from the website

Zhong Wealth Management Group at UBS Financial Services Inc. in San Jose, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team focuses on creating personalized strategies that address the complex risks and regulations associated with cross-border investments and estate planning. Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the group's mission by handling international client onboarding and fiscal compliance, along with trading and settlement of restricted stock. Together, the team is committed to fostering long-term relationships through exceptional client service and tailored financial advice to help clients achieve their wealth preservation and growth objectives. Generated from the website

The Zhong Wealth Management Group at UBS Financial Services Inc. in San Jose, CA, specializes in providing tailored financial strategies for ultra-high net worth clients, particularly those with ties to Asia. With a strong commitment to understanding clients' needs and building long-term relationships, the team is dedicated to delivering comprehensive wealth management solutions that encompass investment strategies, estate planning, and cross-border business advisement. Led by Managing Director Joanne Zhong, the team combines over 15 years of industry experience with extensive global resources to navigate complex financial landscapes. Supported by Wealth Management Associate Danyi Gu, they focus on addressing the unique challenges faced by international clientele, ensuring meticulous attention to detail and personalized service throughout the wealth management process. Generated from the website