Your evolving business

Comprehensive wealth management for business owners

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Architect at drawing table

Jennifer Ho, CEPA

Senior Vice President–Wealth Management

Financial Advisor

As a Financial Advisor and  Wealth Manager located in Southern California, I established my strongest relationships with my global corporates and Ultra High-net-worth entrepreneur clients home and abroad. Drawing on my 24 years' experience and knowledge, I offer customized local and cross-border wealth management solutions and personalized services. These solutions include but not limited to Cash Management, Investment Advisory, Hedge fund, Private Equity and Direct Investments, Lending, Concentration Position Solutions,  Wealth Protection Solutions, Estate Planning Strategies, and Philanthropy Solutions.

I work closely with my clients to develop the wealth management strategies  tailored-made to their needs. I have managed clients' fortunes through 20 market corrections and three recessions. I  manage and protect the continued prosperity of more than 35 successful business owners and their families. I relentlessly seek knowledge to stay equipped to address the issues that impact the clients. I believe there are rare opportunities to make a major impact in the markets, but I am prepared for them every day. I personally meet with every one of my clients to go over their concerns and discuss the potential market volatilities have on the clients' portfolios for their short to long term financial goals. This ensures that I have thorough understanding of the clients' objectives, and have client set the realistic expectations, with an understanding of the risks and rewards inherent in their investments strategies. Client will always be connected to their money when working with me. I stay actively engaged and take a hand-on approach, which enables me to anticipate clients' needs. With proper strategies, client can maintain control over their legacy, while still can do the direct investments. For my clients, wealth is not just net worth, but what they can do with it. I help my clients make their imprints on the world.

 

 

 

 

Registered States:
  • CA
  • DE
  • MA
  • NJ
  • NV
  • NY
  • OR
  • WV
  • WY

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

  • MBA, Southern Illinois University, Carbondale

Credentials

  • Portfolio Manager
  • Certified Exit Planning Advisor
  • Insurance Agent #0H32948

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Legacy planning
Exit planning
Business succession
Investing
Custom portfolios
Asset allocation
One Pointe Drive
Suite 140
Brea, CA 92821
  • (714) 256-5480

Email Me

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Sustainable investing

Multigenerational planning

Multigenerational planning

Podcasts

Insights and education from our team

Finance made easy with Carin, Kelli & EB

Our podcast series is designed to demystify financial topics and educate every generation. The podcasts are easy conversations between Carin, Kelli and EB about all sorts of financial topics. Our goal is to make understanding money easy for you.

Leaving the nest
This four-part series tells you what you need to know to get started managing your own financial life. Whether you’re off to college, starting your first job or moving out of your parents’ house, we have good advice for you.

  • Getting organized and creating a budget: How to spend—and save—wisely?
  • Credit vs. debt: Is there such a thing as good debt?
  • Company benefits at your first job: I got a job, now what do I do?
  • Investing: How to get started?

Backed by the strength of UBS

A global leader in wealth management

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

Insights