Liling Lee is a Managing Director and Wealth Management Financial Advisor at UBS Financial Services Inc. in Irvine, CA. With over 25 years of experience in the financial industry, Liling is dedicated to providing thoughtful investment solutions to help her clients achieve their financial goals. She takes a tailored investment approach, focusing on identifying the best investment opportunities across different sectors and asset types. Liling is fluent in English, Mandarin, and Taiwanese, and is committed to delivering personalized service to her offshore and onshore clients.
As a seasoned professional, Liling takes a macro view of the economy and the international marketplace, leveraging UBS's global resources to add value and manage risks through a research-driven investment process. She offers both discretionary and non-discretionary advisory services, collaborating with external professionals such as CPAs and attorneys to provide a well-rounded investment perspective. Liling is an active member of the Irvine community and supports the American Heart Association. In her free time, she enjoys spending time with her family, hiking, and singing in a choir. Her areas of focus include China and Taiwan.
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