Jennifer Ho, CEPA - UBS Financial Services Inc., 135 S State College Blvd, Ste 650, Brea, CA 92821, US

UBS Financial Services Inc. is a leading wealth management firm located in Brea, CA. With a team of experienced financial advisors, they provide customized strategies tailored to meet the unique needs of each client. Their mission is to be the primary source of financial advice, building long-term relationships through quality client service. UBS is committed to diversity, equity, and inclusion, actively supporting the development and advancement of women within the organization. Led by Leslie Chang, an Executive Director and Financial Advisor, UBS Brea offers a range of services including wealth management, investment planning, and retirement planning. Leslie brings over two decades of experience in the industry and holds prestigious designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). She is dedicated to providing quality advice and is actively involved in the community, volunteering her time for educational initiatives. UBS Brea is committed to helping clients pursue their financial goals and ensuring they have a clear vision of their future.Generated from the website

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