We Train U-2

Foothill Securities Inc, led by James A. Jimenez, is a financial services firm based in San Jose, CA. Specializing in investment management and financial planning, the company aims to assist clients in achieving their long-term financial goals. Generated from their business information

Zhong Wealth Management Group is a dedicated financial advisory team within UBS Financial Services Inc., based in San Jose, CA, specializing in providing customized wealth management solutions for ultra-high net worth clients, particularly those with ties to Asia. With a strong focus on building long-term relationships, their mission is to guide clients in achieving their financial goals through comprehensive financial strategies and exceptional service. The team is led by Managing Director Joanne Zhong, an accomplished International Wealth Management Advisor with over 15 years of experience, complemented by Wealth Management Associate Danyi Gu, who manages complex cross-border risks and regulations. Together, they leverage their extensive knowledge and global resources to assist clients in navigating the intricacies of wealth preservation, investment, and estate planning. Generated from the website

Visit our office today located in San Jose, 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.