Andrew Le, CFP - UBS Financial Services Inc. in Menlo Park, CA is a leading wealth management firm with over 20 years of experience in navigating market cycles. As part of UBS Private Wealth Management, Andrew and his team offer comprehensive planning, tax-aware portfolios, estate planning strategies, and corporate services. They are dedicated to building long-term relationships with multiple generations and pride themselves on combining honesty, integrity, and a strong work ethic with strategic planning.
Recognized as an industry leader, Andrew Le has been named Forbes Best-in-State Wealth Advisor for four consecutive years. With a focus on aligning investments and resources with clients' values, Andrew and his team strive to optimize returns while minimizing risk, fees, and taxes. They integrate the intellectual capital and global resources of UBS with the personalized service and attention to detail of a boutique investment firm.
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