Xuemei Wei, CFA® - UBS Financial Services Inc.

Xuemei Wei, CFA®, is a Managing Director and Financial Advisor at UBS Financial Services Inc. in Pasadena, CA, specializing in private wealth management for ultra-high-net-worth individuals, entrepreneurs, executives, and family offices. With 17 years of experience in financial services, she offers client-centric strategies that encompass trust planning, post-IPO investment management, and business succession planning.

Her holistic approach to financial planning addresses both personal and professional aspects of clients' lives, ensuring tailored solutions that empower them to achieve their financial goals. Xuemei's expertise extends to managing complex financial scenarios, including concentrated stock positions and philanthropic investments, making her a valuable partner for those looking to maximize their financial legacies.

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