Experience Makes all the difference
We’ve long realized that taking a team approach to helping our clients creates the best results. That’s why we work with an entire ensemble of dedicated professionals, from experienced trust and estate professionals to experts in retirement, insurance and investments to make sense out of all the moving parts of your finances. But, beyond this extended UBS team, we also look to partner with your team of personal advisors, those significant individuals who do or will impact your financial world.
Connie Hong Cheng, CFP®
Senior Vice President - Wealth Management
International Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
619-557-2488
James Joseph Shea, CFP®
Senior Vice President - Wealth Management
International Private Wealth Advisor
Senior Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
619-557-2425