Julia Wan - UBS Financial Services Inc., 555 California St, Fl 32, San Francisco, CA 94104, US

Zhong Wealth Management Group is a San Francisco-based financial services firm that specializes in providing comprehensive wealth management solutions to ultra-high net worth individuals, families, and family offices. Led by Joanne Zhong, an experienced International Private Wealth Advisor, the team focuses on developing long-term relationships with clients by offering customized strategies tailored to their specific needs. With a deep understanding of the risks and regulations associated with cross-border business, investment, and estate planning, Zhong Wealth Management Group aims to be the primary source of financial advice for its clients. Supported by Danyi Gu, a Wealth Management Associate, the team at Zhong Wealth Management Group is dedicated to helping clients achieve their financial goals. With expertise in trading, restricted stock transactions, and international stock transfers, Danyi assists clients with complex trust and estate structures, fiscal compliance, and implementing strategic financial plans. Together, the team at Zhong Wealth Management Group strives to provide quality client service and practical strategies that enable clients to confidently pursue their life goals.Generated from the website

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