UBS Financial Services Inc. is a leading financial services firm located in Sherman Oaks, CA. With a team of experienced professionals, they are dedicated to building lasting relationships with their clients by understanding their priorities and concerns. By providing customized strategies and quality client service, UBS aims to be the primary source of financial advice for individuals and businesses, helping them confidently pursue their life goals.
Under the leadership of Jaspreet Jesse Puri, the Executive Director and Market Director, UBS Sherman Oaks, Valencia, and Bakersfield Wealth Management Offices collaborate to drive business growth and enhance the client experience. With over 15 years of experience in the financial services industry, Jesse brings a wealth of knowledge and expertise to his role. He holds an undergraduate degree in Health Administration and a Masters of Business Administration, and is actively involved in the Sikh Community of Los Angeles. Recognized by Forbes as one of America's Top Next-Gen Generation Wealth Advisors, UBS is committed to providing quality financial solutions to its clients.
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