The Carver Gee Wealth Management Group - UBS Financial Services Inc.

Steve Nassau is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Irvine, CA, where he specializes in helping individuals and families manage their investments with a focus on long-term objectives and life goals. With over 12 years of experience on Wall Street, Steve combines his deep understanding of client aspirations with timely research insights to create tailored investment strategies that align with clients' future visions. Generated from the website

Fisher Investments, based in Irvine, CA, is a fiduciary investment adviser catering to a diverse clientele globally. Their services include personal wealth management, business 401(k) services, and institutional investing. They pride themselves on their investment experience, client-focused approach, and tailored investment portfolios designed to help clients achieve their financial goals. With a strong leadership team and a commitment to personalized service, Fisher Investments stands out for their top-down investment process and strategies like ESG responsible investing. They serve a range of clients, from small businesses to large institutional entities, providing expert guidance on market topics and investment issues through their resource library and insights section. Generated from the website content

The Callan Group at UBS Financial Services Inc. in Irvine, CA, is dedicated to providing comprehensive wealth management solutions, focusing primarily on family wealth management. Team member Albert Shih, a First Vice President with over a decade of experience, collaborates with high-level executives and entrepreneurs to create tailored financial plans that ensure multi-generational legacies. With a B.A. in Economics from UCLA and a background as a Research Analyst, Albert brings a wealth of knowledge to his clients. In addition to his professional achievements, he actively volunteers with Habitat for Humanity Los Angeles and embraces adventurous travels and unique culinary experiences in his personal time. Generated from the website