UBS International Division, Southern California - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc. in Pasadena, CA, specializes in providing comprehensive wealth management services to ultra-high net worth clients, particularly those with international ties, especially to Asia. With a strong focus on developing long-term relationships, the team is dedicated to delivering customized financial strategies that address client needs and goals. Led by seasoned professionals including Managing Director Joanne Zhong, the group offers expertise in navigating complex cross-border regulations, investment strategies, and estate planning. Danyi Gu, an Authorized Officer, complements the team's efforts by focusing on client onboarding and maintaining compliance, ensuring a seamless experience for their diverse clientele. Generated from the website

Visit our office today located in Pasadena, 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.

Visit our office today located in Pasadena, 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.