The Callan Group - UBS Financial Services Inc.

UBS Financial Services Inc., with a focus on family wealth management, helps high-level executives and successful entrepreneurs craft tailored financial plans that ensure their legacies endure across generations. Albert Shih, a financial advisor and First Vice President at UBS, has been instrumental in this mission since joining the firm in 2014. With a B.A. in Economics from the University of California Los Angeles and prior experience as a Research Analyst with CBRE, Albert Shih employs the UBS Wealth Way approach, which emphasizes Liquidity, Longevity, and Legacy. His community involvement includes volunteering with Habitat for Humanity Los Angeles, reflecting his commitment to both financial and social responsibility. Generated from the website

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Visit our office today located in Irvine, 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.