Wynne I - UBS Financial Services Inc. is a wealth management firm located in Pasadena, CA. Led by Wynne I, a Senior Vice President with extensive experience as a financial advisor and a Certified Public Accountant (CPA), the firm specializes in family wealth management, offering services such as wealth planning strategies, asset management, estate planning, retirement planning, and risk management. With a focus on serving both international and domestic clientele, Wynne I utilizes her educational background and CPA designation to provide personalized and comprehensive financial plans tailored to each client's unique needs.
As part of The Wynne Group, Wynne I and her team at UBS Financial Services Inc. prioritize understanding their clients' priorities and concerns, working together to help them confidently pursue their life goals. With a strong emphasis on liquidity management and a comprehensive approach to multi-generational planning, Wynne I and her team strive to provide insightful advice and customized solutions to their high net worth clients. With a history of resilience and a commitment to guiding clients through financial challenges and market opportunities, UBS Financial Services Inc. is dedicated to helping clients build a plan, achieve balance, and stay disciplined in a rapidly changing world.
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