The Rumishek Group - UBS Financial Services Inc.

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135 S State College Blvd Ste 650
Brea, CA 92821
+1 (714) 256-5460
https://advisors.ubs.com

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Brea, CA, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth individuals, families, and family offices with international ties, particularly to Asia. Led by Managing Director Joanne Zhong, the team emphasizes building long-term relationships through attentive client service and customized financial strategies to help clients achieve their life goals.

Danyi Gu, an authorized officer and wealth management associate, supports the team's mission by navigating the complexities of international client onboarding and fiscal compliance. With a commitment to addressing the unique challenges faced by their clients, the Zhong Wealth Management Group ensures that clients benefit from informed decision-making and access to a robust network of global resources.

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