Financial planning and beyond

DragonSeed

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ande Liu Profile Photo
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      Ande graduated from the University of the Philippines with a Bachelor of Science Degree and he went on to the Ateneo De Manila University, and received his MBA degree. 

      He spent the first part of his career in Manila, and was assigned to work in Bahrain, with coverage of Saudi Arabia, Kuwait and the UAE. After a successful stint in the Middle East, he was then posted in Singapore with coverage responsibilities for Thailand, Indonesia and Malaysia. In both instances he was the head of the mission for the Philippine bank, Allied Banking Corporation. He then went back to the Philippines and became the head of the Treasury of the bank before he moved to the USA in 1991. His exposure on asset and liabilities management, which exposed him to FX, fixed income trading and investment decisions for the assets of the bank as well as general management have prepared him for the new life in the USA.

      The new career was with Merrill Lynch International in Beverly Hills catering to offshore high net worth clients mostly from Asia. He started from scratch and by the time he left Merrill Lynch in 2001 he has been selected to the exclusive Falcons' Club for new advisors and later on became member of the Chairman's Club. In March of 2001 he joined UBS International, Inc. and continue to service high net worth and ultra-high net worth clients from Asia region and his practice has included the usual asset allocation using the various families of funds; separately managed accounts; selective stock picking; structured products; private equities; FX and fixed income. With the implementation of the FATCA regulations, US and US residents citizens living in Asia was added to the practice and is now getting significant consideration due to the constant referrals from colleagues both in the USA as well as those from UBS AG in Asia.

      • Countries Covered: Philippines, China, Taiwan, Hong Kong, Thailand
      • Degrees: B.S. - University of the Philippines
      • MBA - Ateneo de Manila University, Philippines
      • Experience in the financial services industry since: 1991
      • Merrill Lynch (Beverly Hills, California) - Vice President, 10 years employed
      • Allied Bank (Manila, Philippines) - Vice President – Treasury, 12 Years
      • Licenses: Series 7, Series 63, Series 9, Series 10, Series 3, Insurance License
      • Language Skills: Tagalog, Mandarin, Cantonese,Fukienese

          • Omar Liu Profile Photo

            Omar Liu

            Vice President–Wealth Management

            Financial Advisor

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            • CA
            • CO
            • FL
            • LA
            • MD
            • MS
            • NV
            • PA
            • TX
            • WI

            Omar graduated from UC Riverside with a Business Economics Major in 2004. 

            After a year stint with Citibank, he has worked with UBS since 2006 and not only worked through various roles, but has previously worked on with teams.

            In working with other teams, this has helped him see different investing styles, and different types of clients and different needs.

            • Omar joined in partnership with Ande in 2011.
            • Primary Markets Covered: Philippines, China, Taiwan, Thailand, Hong Kong
            • Degrees: B.A. Business Economics - UC Riverside, 2004
            • Experience in the financial services industry since 2006
            • Licenses: Series 7, Series 66
            • Language Skills: Basic Tagalog, Mandarin, Fukienese 

                  555 California Street
                  32nd/ 34th /46th Floor
                  San Francisco, CA 94104
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                  Pearl Chen-Ho

                  Senior Wealth Strategy Associate

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                  • CA
                  • CO
                  • CT
                  • FL
                  • GA
                  • HI
                  • IL
                  • LA
                  • MA
                  • MD
                  • MI
                  • MS
                  • NC
                  • NJ
                  • NV
                  • NY
                  • PA
                  • TX
                  • WA
                  • WI

                        555 California Street
                        32nd/ 34th /46th Floor
                        San Francisco, CA 94104

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                      Legacy—Wealth for others

                      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.

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