The Katzaroff Kottmeier Thompson Group - UBS Financial Services Inc.

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20 Pacifica Ste 1500
Irvine, CA 92618
+1 (949) 453-5105
https://advisors.ubs.com

The Katzaroff Kottmeier Thompson Group at UBS Financial Services Inc. in Irvine, CA, specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and their family offices, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through customized financial strategies and exceptional client service.

With extensive experience in international wealth management, the team offers expertise in navigating complex cross-border regulations, investment strategies, and estate planning. Associate Danyi Gu plays a critical role in client onboarding and compliance, ensuring that clients receive tailored support for their diverse financial needs.

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United States›California›Irvine›The Katzaroff Kottmeier Thompson Group - UBS Financial Services Inc.

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