James Shea, CFP®
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Experience

Makes all the difference

Connie Hong Cheng

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA

Connie Hong Cheng

Credentials

  • International Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®

Connie Hong Cheng

305 Lytton Ave
Palo Alto, CA 94301

Email Me

Connie Hong Cheng

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA

Credentials

  • International Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®
305 Lytton Ave
Palo Alto, CA 94301

Email Me

connie.cheng@ubs.com
Connie Hong Cheng
305 Lytton Ave,Palo Alto,CA,94301

James Shea

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • WA

James Shea

305 Lytton Ave
Palo Alto, CA 94301

Email Me

James Shea

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • WA
305 Lytton Ave
Palo Alto, CA 94301

Email Me

james.shea@ubs.com
James Shea
305 Lytton Ave,Palo Alto,CA,94301

Yan Huang

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA

Yan Huang

305 Lytton Ave
Palo Alto, CA 94301

Email Me

Yan Huang

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA
305 Lytton Ave
Palo Alto, CA 94301

Email Me

yan.huang@ubs.com
Yan Huang
305 Lytton Ave,Palo Alto,CA,94301

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