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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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
Education
Albert Shih is also part of:
The Wynne Group
Lets connect
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
Education
Albert Shih is also part of:
The Wynne Group
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
