Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.
First Vice President–Wealth Management
Albert joined UBS Financial Services in 2014 as a financial advisor and team member of The Wynne Group. He focuses mainly on family wealth management. As part of the team's mission, Albert works with high level executives and successful entrepreneurs as well as their families in creating tailored plans to ensure the legacy they worked so hard to achieve spans multi-generations. He currently holds the Series 7 and 66 along with the California State Life Insurance License.
Originally from the San Fernando Valley, Albert graduated from the University of California, Los Angeles with a major in Economics and a minor in Human Complex Systems. Prior to being at UBS, he was a Research Analyst with CBRE.
Outside of UBS, Albert is an active volunteer involved with Habitat for Humanity Los Angeles, as part of their Young Professionals Associations. In his free time, He enjoys adventurous travels and even more bizarre foods.
CA Insurance License No. 0K18931
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Albert Shih is also part of:
The Wynne Group
Lets connect
First Vice President–Wealth Management
Albert joined UBS Financial Services in 2014 as a financial advisor and team member of The Wynne Group. He focuses mainly on family wealth management. As part of the team's mission, Albert works with high level executives and successful entrepreneurs as well as their families in creating tailored plans to ensure the legacy they worked so hard to achieve spans multi-generations. He currently holds the Series 7 and 66 along with the California State Life Insurance License.
Originally from the San Fernando Valley, Albert graduated from the University of California, Los Angeles with a major in Economics and a minor in Human Complex Systems. Prior to being at UBS, he was a Research Analyst with CBRE.
Outside of UBS, Albert is an active volunteer involved with Habitat for Humanity Los Angeles, as part of their Young Professionals Associations. In his free time, He enjoys adventurous travels and even more bizarre foods.
CA Insurance License No. 0K18931
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Albert Shih is also part of:
The Wynne Group
Lets connect
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
