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During a challenging financial environment, it’s especially important to stay focused on your goals. One way is to conduct a comprehensive review of your portfolio and your objectives. As a Financial Advisor, I have the resources to provide an objective view of your assets and liabilities, and to help point out areas that may benefit from repositioning.  
Yeena Liu
Yeena Liu, CFP®
Vice President - Investments
Advisory and Brokerage Services
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Retirement Plans Specialist (CRPS)
11200 Rockville Pike
Suite 305
Rockville, MD 20852
301-255-1046
800-305-4443 ext. 1046
301-230-6222 fax
yeena.liu@ubs.com
Managing Wealth


Is your plan for retirement still on track?
It is never too late or too early to start saving for retirement
What should you think about before you transition into retirement?
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan
My Perspective
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Your Retirement: Make Confident Decisions About Your Retirement your_retirement.pdf (416kb)
Corporate Profile CorporateProfile.pdf (211kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
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Update on UBS's current trading performance
U.S. cross-border case and information for U.S. taxpayers with accounts at UBS overseas locations
Spotlight Articles

Is your financial portfolio in balance?
Market Outlook: Has the rally passed you by? What you can do  (441kb)
Make your cash work harder for you
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